Better Wealth, LLC Reduced Holdings in Q1 2025

Better Wealth, LLC

  • $324 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-30.4K
- 17.09%
$209.68 - $247.1 $6.37M - $7.51M
147K $32.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-110K
- 3.85%
$32.42 - $36.13 $3.55M - $3.96M
2.74M $90.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-195K
- 56.7%
$32.57 - $35.82 $6.37M - $7M
149K $4.95M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-112K
- 47.97%
$27.56 - $32.1 $3.09M - $3.6M
122K $3.42M
DFAT
Dimensional ETF Tr U S Target

ETFs
-40.3K
- 62.15%
$50.44 - $58.1 $2.03M - $2.34M
24.5K $1.26M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-25K
- 51.65%
$39.96 - $43.3 $1M - $1.08M
23.4K $965K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.46K
- 48.45%
$190.26 - $242.06 $658K - $837K
3.68K $699K
GOOG
Alphabet Inc.

Communication Services
-1.27K
- 6.95%
$156.06 - $207.71 $199K - $264K
17K $2.66M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-9.6K
- 29.67%
$61.23 - $63.33 $588K - $608K
22.8K $1.43M
TSLA
Tesla, Inc.

Consumer Cyclical
-46
- 1.29%
$222.15 - $428.22 $10.2K - $19.7K
3.51K $909K
MSFT
Microsoft Corp

Technology
-370
- 15.11%
$375.39 - $447.2 $139K - $165K
2.08K $780K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-8.91K
- 6.03%
$25.35 - $27.46 $226K - $245K
139K $3.67M
QCOM
Qualcomm Inc

Technology
-670
- 25.54%
$151.94 - $175.86 $102K - $118K
1.95K $300K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 0.73%
$507.05 - $563.67 $10.1K - $11.3K
2.73K $1.4M
AMAT
Applied Materials Inc

Technology
-85
- 5.65%
$145.06 - $195.51 $12.3K - $16.6K
1.42K $205K
CVX
Chevron Corp

Energy
-641
- 20.88%
$146.71 - $167.97 $94K - $108K
2.43K $406K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-800
- 15.95%
$58.01 - $64.46 $46.4K - $51.6K
4.22K $261K
SBUX
Starbucks Corp

Consumer Cyclical
-547
- 17.27%
$91.75 - $115.81 $50.2K - $63.3K
2.62K $256K
KLAC
Kla Corp

Technology
-69
- 13.24%
$636.62 - $777.63 $43.9K - $53.7K
452 $307K
WMT
Walmart Inc.

Consumer Defensive
-23
- 0.74%
$84.5 - $105.05 $1.94K - $2.42K
3.09K $271K
VTV
Vanguard Value ETF

ETFs
-57
- 2.32%
$167.73 - $179.21 $9.56K - $10.2K
2.4K $413K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 3.15%
$890.62 - $1076.86 $8.02K - $9.69K
277 $261K
Manager Directed Portfolios
-8.51K
- 33.48%
N/A
16.9K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-18.1K
- 23.27%
N/A
59.6K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-4.25K
- 23.74%
N/A
13.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
-9.62K
- 25.83%
N/A
27.6K $0
DFSB
Dimensional ETF Tr Dimensional
-3.61K
- 21.03%
N/A
13.5K $0
LLY
Eli Lilly & CO

Healthcare
-11
- 1.87%
$725.72 - $929.72 $7.98K - $10.2K
578 $477K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-9.26K
- 4.98%
$25.1 - $27.85 $233K - $258K
177K $4.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-97
- 5.07%
$442.66 - $534.52 $42.9K - $51.8K
1.82K $968K
JNJ
Johnson & Johnson

Healthcare
-256
- 2.51%
$142.06 - $167.7 $36.4K - $42.9K
9.94K $1.65M
DISV
Dimensional ETF Tr Dimensional

ETFs
-4.37K
- 2.37%
$26.09 - $30.21 $114K - $132K
180K $5.23M
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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