Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BETTERWEALTH LLC | 04-19-2024 | 03-31-2024 | 63 | 306,964,728 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $92,429,624 | 2,892,946 | 0.03 | 0.03 | -16,443 | -0.57 | 03-31-2024 |
| APPLE INC | COM | 2 | $25,788,558 | 150,388 | 0.01 | 0.01 | -2,980 | -1.94 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 3 | $24,251,330 | 767,204 | 0.01 | 0.01 | -4,510 | -0.58 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 4 | $23,957,843 | 941,739 | 0.01 | 0.01 | 14,010 | 1.51 | 03-31-2024 |
