Institutional Fund
Wpwealth LLP
Fort Worth, TXCIK 19501185 filings on record
Portfolio Value
$654.25M
Q1 2026
Holdings
97
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+2.4%
from $638.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust13.7%
- Dimensional ETF Trust12.9%
- Dimensional ETF Trust12.8%
- Dimensional ETF Trust9.8%
- Dimensional ETF Trust8.9%
- Dimensional ETF Trust4.5%
- Other37.4%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.52M | $89.50M | 13.7% | −443 | Reduced |
| 2 | Dimensional ETF Trust | 2.00M | $84.33M | 12.9% | +10.4K | Added |
| 3 | Dimensional ETF Trust | 1.86M | $84.02M | 12.8% | +97.0K | Added |
| 4 | Dimensional ETF Trust | 1.19M | $64.14M | 9.8% | +59.6K | Added |
| 5 | Dimensional ETF Trust | 1.21M | $57.93M | 8.9% | +38.8K | Added |
| 6 | Dimensional ETF Trust | 873.4K | $29.57M | 4.5% | +8.9K | Added |
| 7 | Dimensional ETF Trust | 825.7K | $29.48M | 4.5% | −61.1K | Reduced |
| 8 | Dimensional ETF Trust | 600.5K | $29.10M | 4.4% | +20.2K | Added |
| 9 | Dimensional ETF Trust | 963.3K | $25.60M | 3.9% | +31.8K | Added |
| 10 | Dimensional ETF Trust | 670.7K | $24.65M | 3.8% | +64.3K | Added |
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