§ 13F · FUND PROFILE
WPWealth LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $612M (13F)Positions · 94Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 2.52M | $90M | 13.7% | ±0% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 2.00M | $84M | 12.9% | +1% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 1.86M | $84M | 12.8% | +6% |
| 4 | DFGP | DIMENSIONAL ETF TRUST | 1.19M | $64M | 9.8% | +5% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 1.21M | $58M | 8.9% | +3% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 873K | $30M | 4.5% | +1% |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 826K | $29M | 4.5% | −7% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 600K | $29M | 4.4% | +3% |
| 9 | DFGR | DIMENSIONAL ETF TRUST | 963K | $26M | 3.9% | +3% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 671K | $25M | 3.8% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WPWEALTH SIGNAL
AC read
WPWealth LLP is a Other fund managing $612 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed