§ 13F · FUND PROFILE
WPWealth LLP.
AUM · $674M (13F)Positions · 103Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.83M | $94M | 14.0% | −2% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 2.36M | $88M | 13.1% | −6% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 2.06M | $87M | 12.9% | +3% |
| 4 | DFGP | DIMENSIONAL ETF TRUST | 1.08M | $59M | 8.7% | −9% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 1.19M | $57M | 8.4% | −2% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 825K | $33M | 4.9% | −6% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 548K | $30M | 4.5% | −9% |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 754K | $30M | 4.4% | −9% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 695K | $29M | 4.3% | +4% |
| 10 | DFGR | DIMENSIONAL ETF TRUST | 928K | $27M | 4.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WPWEALTH SIGNAL
AC read
WPWealth LLP is a Other fund managing $674 million in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →