WPWealth LLP
CIK 1950118 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- DFAU14.01%
- DFIC13.06%
- DFCF12.90%
- DFGP8.70%
- DFSD8.42%
- DFAE4.92%
- DFUV4.47%
- DFLV4.43%
- DUHP4.30%
- DFGR3.99%
Share classes counted separately79.20%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight increased · +1.17 pp12.84% → 14.01%Shares -35.24K (-1.89%)
- DFGPWeight decreased · -1.10 pp9.80% → 8.70%Shares -111.35K (-9.37%)
- DFICWeight decreased · -0.62 pp13.68% → 13.06%Shares -156.42K (-6.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $94.43M | 14.01% | 1.83M shares | 12.84% → 14.01%+1.17 pp -35.24K (-1.89%) | Reduced | ▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $88.03M | 13.06% | 2.36M shares | 13.68% → 13.06%-0.62 pp -156.42K (-6.21%) | Reduced | ▾ |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $86.94M | 12.90% | 2.06M shares | 12.89% → 12.90%+0.01 pp +62.44K (+3.13%) | Added | ▾ |
| 04 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOB CO PLUS ETF View history and evidence | $58.63M | 8.70% | 1.08M shares | 9.80% → 8.70%-1.10 pp -111.35K (-9.37%) | Reduced | ▾ |
| 05 | DFSDDIMENSIONAL SHORT DURATIONSHOR DUR FIX ETF View history and evidence | $56.76M | 8.42% | 1.19M shares | 8.85% → 8.42%-0.43 pp -21.13K (-1.75%) | Reduced | ▾ |
| 06 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $33.16M | 4.92% | 824.72K shares | 4.52% → 4.92%+0.40 pp -48.69K (-5.57%) | Reduced | ▾ |
| 07 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $30.12M | 4.47% | 547.55K shares | 4.45% → 4.47%+0.02 pp -52.91K (-8.81%) | Reduced | ▾ |
| 08 | DFLVDIM US LARGE CAP VALUE ETFUS LARG VALU ETF View history and evidence | $29.83M | 4.43% | 754.49K shares | 4.51% → 4.43%-0.08 pp -71.18K (-8.62%) | Reduced | ▾ |
| 09 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROF ETF View history and evidence | $29.01M | 4.30% | 695.20K shares | 3.77% → 4.30%+0.53 pp +24.54K (+3.66%) | Added | ▾ |
| 10 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $26.88M | 3.99% | 927.90K shares | 3.91% → 3.99%+0.08 pp -35.38K (-3.67%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TPL TEXAS PACIFIC LAND CORP | Non-derivative | -841 | -$399.13K | SEC filing ↗ | SEC filing ↗ |
| MLM MARTIN MARIETTA MATERIALS | Non-derivative | -637 | -$374.99K | SEC filing ↗ | SEC filing ↗ |
| PSEP INNOVATOR U.S. EQUITY POWER | Non-derivative | -7,022 | -$302.37K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1950118 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 673883792
}Research all 103 reported holdings.
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