Wp Wealth LLP Incresed Positions in Q3 2025

Wp Wealth LLP

  • $612 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
162K
+ 10.95%
$42.42 - $45.96 $6.87M - $7.44M
1.64M $75.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
90.8K
+ 3.72%
$30.76 - $33.01 $2.79M - $3M
2.53M $83.1B
Dimensional ETF Trust
102K
+ 12.06%
N/A
948K $52.7B
DUHP
Dimensional ETF Tr Dimensional

ETFs
109K
+ 26.71%
$35.76 - $37.93 $3.9M - $4.13M
517K $19.5B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
75.6K
+ 4.01%
$41.8 - $43.15 $3.16M - $3.26M
1.96M $83.9B
DFAS
Dimensional ETF Tr U S Small C

ETFs
39.5K
+ 23.14%
$63.41 - $69.69 $2.5M - $2.75M
210K $14.4B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
52.1K
+ 10.77%
$41.91 - $44.87 $2.19M - $2.34M
536K $24B
DFSD
Dimensional ETF Tr Short Durat

ETFs
61.2K
+ 5.97%
$47.86 - $48.43 $2.93M - $2.96M
1.09M $52.3B
DFAE
Dimensional ETF Tr

ETFs
28.1K
+ 3.35%
$28.84 - $31.84 $812K - $896K
869K $27.4B
Dimensional ETF Trust
57.1K
+ 7.04%
N/A
869K $23.7B
PSEP
Innovator U.S. Equity Power Bu
15.4K
+ 205.32%
N/A
22.9K $982M
NVDA
Nvidia Corp

Technology
461
+ 3.72%
$153.3 - $186.58 $70.7K - $86K
12.9K $2.4B
DFAX
Dimensional ETF Tr
1.96K
+ 1.81%
$29.25 - $31.56 $57.3K - $61.9K
110K $3.46B
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.08%
$303.93 - $329.86 $2.13K - $2.31K
9.04K $2.97B
GLD
Spdr Gold Trust

ETFs
100
+ 3.15%
$300.96 - $355.47 $30.1K - $35.5K
3.28K $1.17B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.29K
+ 15.64%
$47.18 - $48.17 $155K - $158K
24.3K $1.17B
DFSU
Dimensional ETF Tr Dimen Us Su
1.79K
+ 6.2%
N/A
30.7K $1.3B
GOOGL
Alphabet Inc.

Communication Services
94
+ 6.32%
$174.36 - $254.72 $16.4K - $23.9K
1.58K $385M
BALT
Innovator Etfs Tr
3.1K
+ 11.39%
$32.11 - $32.82 $99.5K - $102K
30.3K $995M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 0.72%
$459.11 - $506.91 $18.8K - $20.8K
5.72K $2.88B
EOCT
Innovator Etfs Tr Emerging Mar
1.53K
+ 6.29%
N/A
25.8K $801M
CVX
Chevron Corp

Energy
346
+ 13.78%
$145.57 - $161.83 $50.4K - $56K
2.86K $444M
AVGO
Broadcom Inc.

Technology
35
+ 2.93%
$264.74 - $369.57 $9.27K - $12.9K
1.23K $406M
DFIS
Dimensional ETF Tr Dimensional

ETFs
71
+ 0.17%
$29.65 - $31.77 $2.11K - $2.26K
40.9K $1.3B
MSFT
Microsoft Corp

Technology
18
+ 0.67%
$491.09 - $535.64 $8.84K - $9.64K
2.72K $1.41B
Innovator Etfs Trust
736
+ 2.2%
N/A
34.1K $1.13B
AMD
Advanced Micro Devices Inc

Technology
119
+ 5.74%
$134.8 - $184.42 $16K - $21.9K
2.19K $355M
EAPR
Innovator Etfs Tr Emerging Mkt
13
+ 0.03%
$27.94 - $29.17 $363 - $379
49.2K $1.43B
XOM
Exxon Mobil Corp

Energy
83
+ 0.97%
$105.83 - $117.22 $8.78K - $9.73K
8.65K $976M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
930
+ 5.18%
$27.55 - $28.94 $25.6K - $26.9K
18.9K $546M
DFSI
Dimensional ETF Tr Dimen Intl
554
+ 3.71%
N/A
15.5K $635M
EPD
Enterprise Products Partners L.P.

Energy
1.38K
+ 17.62%
$30.74 - $32.14 $42.3K - $44.2K
9.19K $287M
HON
Honeywell International Inc

Industrials
375
+ 18.63%
$207.7 - $240.4 $77.9K - $90.2K
2.39K $503M
DFAR
Dimensional ETF Tr Dimensional

ETFs
581
+ 1.18%
$22.9 - $24.1 $13.3K - $14K
49.9K $1.19B
Innovator Etfs Trust
41
+ 0.11%
N/A
37.4K $1.08B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 1.2%
$567.77 - $614.76 $2.84K - $3.07K
421 $258M
META
Meta Platforms, Inc.

Communication Services
24
+ 5.96%
$695.21 - $791.73 $16.7K - $19K
427 $314M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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