Wp Wealth LLP Incresed Positions in Q4 2024

Wp Wealth LLP

  • $489 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
58K
+ 4.97%
$39.27 - $42.38 $2.28M - $2.46M
1.23M $49.6B
Dimensional ETF Trust
109K
+ 7.58%
N/A
1.55M $46.6B
DFSD
Dimensional ETF Tr Short Durat

ETFs
62.7K
+ 6.35%
$46.75 - $47.8 $2.93M - $3M
1.05M $49.2B
IJAN
Innovator Etfs Tr Intl Dev Pwr
65.6K
+ 156.35%
N/A
108K $3.25B
DFAT
Dimensional ETF Tr U S Target

ETFs
21.4K
+ 4.59%
$54.54 - $61.04 $1.17M - $1.31M
487K $27.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.4K
+ 20.74%
$33.92 - $36.6 $794K - $857K
136K $4.71B
PJAN
Innovator U.S. Equity Power Bu

ETFs
15.6K
+ 237.98%
$41.16 - $42.25 $640K - $657K
22.1K $933M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.99K
+ 131.75%
$63.58 - $71.15 $635K - $711K
17.6K $1.14B
Innovator Etfs Trust
17.5K
+ 183.98%
N/A
27K $794M
PMAR
Innovator U.S. Equity Power Bu

ETFs
8.49K
+ 134.87%
$39.04 - $40.41 $332K - $343K
14.8K $594M
NVDA
Nvidia Corp

Technology
1.03K
+ 9.41%
$117.0 - $148.88 $121K - $154K
12K $1.61B
AMZN
Amazon Com Inc

Consumer Cyclical
268
+ 4.43%
$180.88 - $232.93 $48.5K - $62.4K
6.32K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
919
+ 85.49%
$205.18 - $250.29 $189K - $230K
1.99K $478M
LMT
Lockheed Martin Corp

Industrials
534
+ 67.94%
$479.66 - $614.62 $256K - $328K
1.32K $642M
PDEC
Innovator U.S. Equity Power Bu
4.13K
+ 36.87%
N/A
15.3K $589M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.16%
$399.22 - $689.78 $399 - $690
611 $363M
DFSU
Dimensional ETF Tr Dimen Us Su
1.44K
+ 7.54%
N/A
20.5K $776M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.5K
+ 2.39%
$40.38 - $44.35 $303K - $332K
321K $13.1B
TRGP
Targa Resources Corp.

Energy
4
+ 0.27%
$150.58 - $207.69 $602 - $831
1.48K $264M
HON
Honeywell International Inc

Industrials
27
+ 1.34%
$202.84 - $236.0 $5.48K - $6.37K
2.05K $463M
BOCT
Innovator U.S. Equity Buffer E

ETFs
591
+ 4.62%
$42.04 - $44.04 $24.8K - $26K
13.4K $579M
DFSB
Dimensional ETF Tr Dimensional
1.07K
+ 11.21%
N/A
10.6K $542M
MLM
Martin Marietta Materials Inc

Basic Materials
82
+ 12.93%
$516.5 - $619.58 $42.4K - $50.8K
716 $370M
Dimensional ETF Trust
50
+ 0.51%
N/A
9.77K $627M
META
Meta Platforms, Inc.

Communication Services
8
+ 1.92%
$554.08 - $632.68 $4.43K - $5.06K
424 $248M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.26%
$521.84 - $558.82 $522 - $559
384 $207M
DFSI
Dimensional ETF Tr Dimen Intl
1.03K
+ 9.3%
N/A
12.1K $398M
EOCT
Innovator Etfs Tr Emerging Mar
1.13K
+ 2.49%
N/A
46.7K $1.21B
XOM
Exxon Mobil Corp

Energy
96
+ 1.05%
$105.51 - $125.37 $10.1K - $12K
9.2K $990M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
113K
+ 4.23%
$41.17 - $43.34 $4.64M - $4.89M
2.77M $115B
DFAE
Dimensional ETF Tr

ETFs
40.2K
+ 4.94%
$25.36 - $28.15 $1.02M - $1.13M
853K $21.6B
Dimensional ETF Trust
38.6K
+ 5.78%
N/A
707K $18.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
144K
+ 6.29%
$25.61 - $28.0 $3.68M - $4.02M
2.43M $62.7B
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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