Better Wealth, LLC Incresed Positions in Q3 2024

Better Wealth, LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36K
+ 1.24%
$31.05 - $34.29 $1.12M - $1.23M
2.93M $100M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
30.5K
+ 7.53%
$41.34 - $43.55 $1.26M - $1.33M
436K $18.8M
AVRE
American Centy ETF Tr Avantis
6.27K
+ 2.28%
$40.95 - $48.28 $257K - $303K
281K $13.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.45K
+ 1.24%
$30.74 - $34.07 $291K - $322K
774K $26.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.9K
+ 2.94%
$28.25 - $31.7 $507K - $569K
629K $19.4M
DFAX
Dimensional ETF Tr
4.29K
+ 0.47%
$24.29 - $27.25 $104K - $117K
922K $24.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.4K
+ 7.3%
$76.38 - $78.87 $1.1M - $1.13M
211K $16.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.1K
+ 2.96%
$25.21 - $28.46 $432K - $487K
596K $16.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 2.68%
$25.23 - $27.94 $293K - $324K
445K $12.3M
DFIP
Dimensional ETF Tr Inflation P

ETFs
10.6K
+ 7.27%
$40.69 - $42.46 $430K - $449K
156K $6.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.69K
+ 3.89%
$79.29 - $84.02 $134K - $142K
45.2K $3.79M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
132
+ 0.48%
$61.6 - $65.13 $8.13K - $8.6K
27.9K $1.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.07%
$405.19 - $478.57 $405 - $479
1.34K $616K
DFAS
Dimensional ETF Tr U S Small C

ETFs
26
+ 0.18%
$59.25 - $65.33 $1.54K - $1.7K
14.3K $925K
CSCO
Cisco Systems, Inc.

Technology
70
+ 0.77%
$44.74 - $53.22 $3.13K - $3.73K
9.17K $487K
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.26%
$66.91 - $81.4 $535 - $651
3.08K $248K
VBR
Vanguard Small Cap Value ETF

ETFs
12
+ 0.98%
$179.99 - $201.6 $2.16K - $2.42K
1.24K $249K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$332.02 - $382.76 $332 - $383
1.1K $411K
XOM
Exxon Mobil Corp

Energy
5
+ 0.24%
$109.72 - $119.0 $549 - $595
2.06K $241K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 1.32%
$182.15 - $182.15 $2.73K - $2.73K
1.15K $209K
Schwab Charles Family Fd
42.6K
+ 2.71%
N/A
1.61M $0
Listed Fd Tr
1.11K
+ 19.07%
N/A
6.94K $0
NVDA
Nvidia Corp

Technology
150
+ 0.86%
$98.91 - $134.91 $14.8K - $20.2K
17.5K $2.13M
KLAC
Kla Corp

Technology
1
+ 0.19%
$696.17 - $892.35 $696 - $892
520 $402K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.06%
$148.65 - $191.18 $149 - $191
1.6K $265K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.84%
$161.02 - $200.0 $9.66K - $12K
7.19K $1.34M
AMAT
Applied Materials Inc

Technology
3
+ 0.18%
$174.88 - $254.97 $525 - $765
1.64K $330K
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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