ETF Holders

WPWealth LLP ETF holdings

Fort Worth, TX

Reported $649.3M in 74 ETFs in its Form 13F for June 30, 2026.

ETF value
$649.3M
ETFs held
74
Change from prior quarter
+3.0%
With price moves
ETFs as a share of its 13F
96.3%
of $673.9M

Top 10 of 74 ETF holdings

TickerFundValueSharesChange
DFAUDimensional US Core Equity Market ETF$94.4M1,826,859−35,243 shares
DFICDimensional International Core Equity 2 ETF$88.0M2,362,665−156,422 shares
DFCFDimensional Core Fixed Income ETF$86.9M2,059,749+62,442 shares
DFGPDimensional Global Core Plus Fixed Income ETF$58.6M1,076,585−111,346 shares
DFSDDimensional Short-Duration Fixed Income ETF$56.8M1,188,766−21,133 shares
DFAEDimensional Emerging Core Equity Market ETF$33.2M824,717−48,689 shares
DFUVDimensional US Marketwide Value ETF$30.1M547,549−52,915 shares
DFLVDimensional US Large Cap Value ETF$29.8M754,491−71,184 shares
DUHPDimensional US High Profitability ETF$29.0M695,197+24,539 shares
DFGRDimensional Global Real Estate ETF$26.9M927,899−35,376 shares
64 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001950118. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does WPWealth LLP own?

WPWealth LLP reported 74 ETF positions worth $649.3M in its Form 13F for June 30, 2026. The largest was DFAU, at $94.4M.

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.