BetterWealth, LLC ETF holdings
San Jose, CA
Reported $488.6M in 49 ETFs in its Form 13F for June 30, 2026.
ETF value
$488.6M
ETFs held
49
Change from prior quarter
+10.9%
With price moves
ETFs as a share of its 13F
86.4%
of $565.3M
Top 10 of 49 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $125.9M | 2,837,675 | +7,166 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $66.6M | 1,808,735 | −13,593 shares |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | $51.7M | 682,813 | +27,706 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $40.0M | 521,246 | +39,260 shares |
| EBI | Longview Advantage ETF | $37.8M | 582,580 | No change |
| BSV | Vanguard Short-Term Bond ETF | $23.7M | 304,624 | +18,967 shares |
| AVUV | Avantis US Small Cap Value ETF | $20.4M | 163,569 | −187 shares |
| CGXU | Capital Group International Focus Equity ETF | $20.2M | 584,586 | +5,014 shares |
| AVRE | Avantis Real Estate ETF | $16.5M | 347,592 | +8,310 shares |
| CGDV | Capital Group Dividend Value ETF | $12.2M | 248,383 | +7,824 shares |
39 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911702. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BetterWealth, LLC own?
BetterWealth, LLC reported 49 ETF positions worth $488.6M in its Form 13F for June 30, 2026. The largest was DFAC, at $125.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.