BetterWealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), BetterWealth, LLC reported 68 stock positions worth $363.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 27.1% of the portfolio, followed by Apple (AAPL, 12.3%) and Dimensional World Ex US Core (DFAX, 12.0%). Compared with Q3 2024, it opened 12 new positions, sold out of 7, added to 35 and reduced 10. The biggest buy was a new position in Vanguard Intermediate-Term B (BIV) and the biggest sale an exit from Dimensional Core Fixed (DFCF).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001911702
- Portfolio Value
- $363.0M (Q4 2024)
- SEC Filing
- 0001085146-25-000425 ↗ filed Jan 23, 2025
Holdings Value
Holdings 68 stocks · $363.0M
| DFAC Dimensional US Core Equity 2 | 27.14% | 2,848,350 | $98.5M | Reduce -2.6% |
| AAPL Apple Inc. | 12.27% | 177,880 | $44.5M | Add +25.9% |
| DFAX Dimensional World Ex US Core | 12.02% | 1,754,718 | $43.6M | Add +90.4% |
| BIV Vanguard Intermediate-Term B | 8.17% | 396,971 | $29.7M | New |
| BSV Vanguard Short-Term Bond ETF | 4.77% | 224,036 | $17.3M | Add +6.1% |
| AVRE Avantis Real Estate ETF | 3.29% | 285,056 | $11.9M | Add +1.4% |
| DUHP Dimensional US High Profi Et | 3.21% | 344,800 | $11.7M | Reduce -55.5% |
| AVUV Avantis US Small Cap Value | 3.12% | 117,275 | $11.3M | New |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.97% | 437,165 | $10.8M | New |
| DFSV Dimensional US Small Cap Val | 1.98% | 233,708 | $7.2M | Reduce -62.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.78% | 183,350 | $6.5M | New |
| CGGR Cap Group Growth Equity | 1.74% | 170,353 | $6.3M | New |
| AVEM Avantis Emerging Markets Eq | 1.36% | 84,123 | $4.9M | New |
| DISV Dimensional International SM | 1.35% | 184,069 | $4.9M | Add +0.1% |
| DIHP Dimensional International Hi | 1.29% | 186,089 | $4.7M | Reduce -58.2% |
| DFEM Dimensional Emrg MRKT Core | 1.07% | 147,640 | $3.9M | Reduce -75.2% |
| VCIT Vanguard Int-Term Corporate | 1.02% | 46,099 | $3.7M | Add +1.9% |
| DFAT Dimensional US Target Value | 0.99% | 64,850 | $3.6M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.96% | 18,321 | $3.5M | Add +0.8% |
| DFSU Dimensional US Sus CORE1 ETF | 0.81% | 77,621 | $2.9M | Reduce -9.1% |
| NVDA Nvidia Corp. | 0.67% | 18,148 | $2.4M | Add +3.5% |
| VCEB Vanguard ESG US Corp. Bond | 0.55% | 32,372 | $2.0M | Add +16.1% |
| DFUV Dimensional US Marketwide Va | 0.55% | 48,437 | $2.0M | Add +0.3% |
| AVMU Avantis Core Municipal Fixed | 0.47% | 36,701 | $1.7M | No change |
| AMZN Amazon.com Inc. | 0.43% | 7,133 | $1.6M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.41% | 2,750 | $1.5M | No change |
| JNJ Johnson & Johnson | 0.41% | 10,194 | $1.5M | Add +0.1% |
| TSLA Tesla Inc. | 0.40% | 3,556 | $1.4M | Add +4.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.34% | 37,227 | $1.2M | Add +2.6% |
| DFSD Dimensional Short Duration | 0.31% | 23,739 | $1.1M | Add +25.5% |
| MSFT Microsoft Corp. | 0.28% | 2,449 | $1.0M | Reduce -13.7% |
| DFAS Dimensional US Small Cap ETF | 0.26% | 14,295 | $930K | Add +0.2% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.24% | 17,154 | $874K | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 1,915 | $868K | Add +43.0% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.16% | 17,887 | $593K | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.15% | 9,185 | $544K | Add +0.2% |
| UNP Union Pacific Corp. | 0.15% | 2,372 | $541K | New |
| LLY Eli Lilly & Co. | 0.13% | 589 | $455K | Add +3.7% |
| SCHB Schwab US Broad Market ETF | 0.12% | 19,695 | $447K | No change |
| TGT Target Corp. | 0.12% | 3,300 | $446K | No change |
| CVX Chevron Corp. | 0.12% | 3,070 | $445K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 1,096 | $440K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,500 | $435K | Add +0.1% |
| EXPO Exponent Inc. | 0.11% | 4,666 | $416K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 2,452 | $415K | No change |
| QCOM Qualcomm Inc. | 0.11% | 2,623 | $403K | Add +0.8% |
| MAGS Roundhill Magnificent Seven | 0.10% | 6,936 | $377K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,900 | $360K | Add +18.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.10% | 1,302 | $351K | Add +31.3% |
| KLAC KLA Corp. | 0.09% | 521 | $328K | Add +0.2% |
| BKR Baker Hughes Co. | 0.09% | 7,628 | $313K | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 0.08% | 5,015 | $296K | Add +1.5% |
| SBUX Starbucks Corp. | 0.08% | 3,167 | $289K | Add +1.9% |
| WMT Walmart Inc. | 0.08% | 3,115 | $281K | Add +1.2% |
| PCG P G & E Corp. | 0.08% | 13,631 | $275K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.07% | 286 | $262K | New |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.07% | 25,420 | $257K | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 1,249 | $248K | Add +0.6% |
| AVGO Broadcom Inc. | 0.07% | 1,056 | $245K | New |
| AMAT Applied Materials Inc. | 0.07% | 1,504 | $245K | Reduce -8.2% |
| IP International Paper Co. | 0.07% | 4,500 | $242K | No change |
| WFC Wells Fargo & Co. | 0.06% | 3,318 | $233K | New |
| XOM Exxon Mobil Corp. | 0.06% | 2,127 | $229K | Add +3.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.06% | 7,796 | $226K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,148 | $225K | No change |
| ROK Rockwell Automation Inc. | 0.06% | 740 | $211K | New |
| PG The Procter & Gamble Co. | 0.06% | 1,194 | $200K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 11,646 | $115K | Add +0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −5.56 |
| DUHP Dimensional US High Profi Et | Reduce -55.5% | 3.21% | −4.58 |
| DFEM Dimensional Emrg MRKT Core | Reduce -75.2% | 1.07% | −3.89 |
| DFSV Dimensional US Small Cap Val | Reduce -62.8% | 1.98% | −3.74 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.6% | 27.14% | −2.50 |
| DIHP Dimensional International Hi | Reduce -58.2% | 1.29% | −2.35 |
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −1.95 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Sold out | 0.00% | −0.48 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -9.1% | 0.81% | −0.13 |
| PHG Koninklijke Philips NVR- NY | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -13.7% | 0.28% | −0.08 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.06 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -8.2% | 0.07% | −0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -0.5% | 0.16% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 0.43% | +0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| BIV Vanguard Intermediate-Term B | New | 8.17% | +8.17 |
| DFAX Dimensional World Ex US Core | Add +90.4% | 12.02% | +4.66 |
| AVUV Avantis US Small Cap Value | New | 3.12% | +3.12 |
| CGXU Cap Group Intl Focus | New | 2.97% | +2.97 |
| AAPL Apple Inc. | Add +25.9% | 12.27% | +2.55 |
| CGDV Cap Group Dividend Value | New | 1.78% | +1.78 |
| CGGR Cap Group Growth Equity | New | 1.74% | +1.74 |
| AVEM Avantis Emerging Markets Eq | New | 1.36% | +1.36 |
| UNP Union Pacific Corp. | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +4.2% | 0.40% | +0.13 |
| COST Costco Wholesale Corp. | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.96% | +0.06 |
| ROK Rockwell Automation Inc. | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +43.0% | 0.24% | +0.06 |
| PG The Procter & Gamble Co. | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +3.5% | 0.67% | +0.04 |
| DFSD Dimensional Short Duration | Add +25.5% | 0.31% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +18.6% | 0.10% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +31.3% | 0.10% | +0.02 |
| VCEB Vanguard ESG US Corp. Bond | Add +16.1% | 0.55% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.2% | 0.15% | +0.01 |
| BKR Baker Hughes Co. | Add +0.4% | 0.09% | +0.01 |
| WMT Walmart Inc. | Add +1.2% | 0.08% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.12% | −0.00 |
| PCG P G & E Corp. | Add +0.2% | 0.08% | −0.00 |
| F Ford Motor Co. | Add +0.2% | 0.03% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.12% | −0.01 |
| XOM Exxon Mobil Corp. | Add +3.1% | 0.06% | −0.01 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +8.0% | 0.24% | −0.01 |
| SBUX Starbucks Corp. | Add +1.9% | 0.08% | −0.01 |
| VGSR Vert GLB Sust Re ETF | Add +0.7% | 0.07% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.5% | 0.08% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.2% | 0.26% | −0.02 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.11% | −0.02 |
| LLY Eli Lilly & Co. | Add +3.7% | 0.13% | −0.02 |
| KLAC KLA Corp. | Add +0.2% | 0.09% | −0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Add +2.6% | 0.34% | −0.05 |
| DFUV Dimensional US Marketwide Va | Add +0.3% | 0.55% | −0.05 |
| DFAT Dimensional US Target Value | Add +0.1% | 0.99% | −0.07 |
| JNJ Johnson & Johnson | Add +0.1% | 0.41% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Add +1.9% | 1.02% | −0.10 |
| BSV Vanguard Short-Term Bond ETF | Add +6.1% | 4.77% | −0.14 |
| DISV Dimensional International SM | Add +0.1% | 1.35% | −0.23 |
| AVRE Avantis Real Estate ETF | Add +1.4% | 3.29% | −0.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $565.3M | DFAC, DFAX, VBIL, AAPL, BIV |
| Q1 2026 | 85 | $509.8M | DFAC, DFAX, VBIL, AAPL, BIV |
| Q4 2025 | 70 | $438.6M | DFAC, DFAX, BIV, AAPL, EBI |
| Q3 2025 | 69 | $420.0M | DFAC, DFAX, BIV, AAPL, EBI |
| Q2 2025 | 63 | $390.4M | DFAC, DFAX, BIV, EBI, AAPL |
| Q1 2025 | 61 | $356.4M | DFAC, DFAX, AAPL, BIV, EBI |
| Q4 2024 | 68 | $363.0M | DFAC, AAPL, DFAX, BIV, BSV |
| Q3 2024 | 63 | $338.4M | DFAC, AAPL, DUHP, DFAX, DFSV |
| Q2 2024 | 61 | $313.8M | DFAC, AAPL, DUHP, DFAX, DFSV |
| Q1 2024 | 63 | $307.0M | DFAC, AAPL, DUHP, DFAX, DFSV |