EdgeMarket › What Wpwealth Llp reported owning
What Wpwealth Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
654.2MPositions
97Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFIC Dimensional International Core Equity 2 ETF | 89.5M | 13.7% | 2.5M | 39.41 | +22.0% |
| DFCF Dimensional Core Fixed Income ETF | 84.3M | 12.9% | 2.0M | 41.47 | -1.9% |
| DFAU Dimensional US Core Equity Market ETF | 84.0M | 12.8% | 1.9M | 53.06 | +21.1% |
| DFGP Dimensional Global Core Plus Fixed Income ETF | 64.1M | 9.8% | 1.2M | 53.24 | -2.9% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 57.9M | 8.9% | 1.2M | 47.31 | -1.5% |
| DFAE Dimensional Emerging Core Equity Market ETF | 29.6M | 4.5% | 873.4K | 39.49 | +32.0% |
| DFLV Dimensional US Large Cap Value ETF | 29.5M | 4.5% | 825.7K | 42.01 | +31.1% |
| DFUV Dimensional US Marketwide Value ETF | 29.1M | 4.4% | 600.5K | 57.43 | +31.9% |
| DFGR Dimensional Global Real Estate ETF | 25.6M | 3.9% | 963.3K | 29.46 | +8.5% |
| DUHP Dimensional US High Profitability ETF | 24.7M | 3.8% | 670.7K | 42.41 | +15.6% |
| DFAS Dimensional U.S. Small Cap ETF | 18.6M | 2.8% | 261.0K | 83.02 | +25.5% |
| DFAT Dimensional U.S. Targeted Value ETF | 17.8M | 2.7% | 285.1K | 71.67 | +26.9% |
| AAPL Apple Inc. | 6.8M | 1.0% | 26.9K | 309.35 | +36.9% |
| SPY SPDR S&P 500 ETF TRUST | 5.3M | 0.8% | 8.1K | 765.72 | +20.0% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 5.2M | 0.8% | 133.7K | 45.61 | +22.8% |
| PAPR Innovator U.S. Equity Power Buffer ETF - April | 4.7M | 0.7% | 117.4K | 42.87 | +13.3% |
| POCT Innovator U.S. Equity Power Buffer ETF - Octob | 4.3M | 0.7% | 99.8K | 47.29 | +12.0% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 3.8M | 0.6% | 111.8K | 38.16 | +24.9% |
| PMAY Innovator U.S. Equity Power Buffer ETF - May | 3.7M | 0.6% | 92.4K | 42.03 | +9.6% |
| IJAN Innovator International Developed Power Buffer | 3.2M | 0.5% | 88.4K | 39.03 | +12.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.9M | 0.4% | 9.0K | 378.24 | +20.5% |
| PMAR Innovator U.S. Equity Power Buffer ETF - March | 2.6M | 0.4% | 59.3K | 48.60 | +12.8% |
| NVDA NVIDIA CORP | 2.6M | 0.4% | 14.7K | 214.72 | +22.4% |
| IOCT Innovator International Developed Power Buffer | 2.3M | 0.4% | 66.6K | 38.04 | +12.9% |
| unmapped CUSIP 084670702 | 2.3M | 0.4% | 4.9K | — | — |
| IFEB Innovator International Developed Power Buffer | 1.9M | 0.3% | 63.0K | 32.13 | +10.2% |
| IAPR Innovator International Developed Power Buffer | 1.6M | 0.2% | 51.2K | 34.15 | +14.5% |
| DFIS Dimensional International Small Cap ETF | 1.6M | 0.2% | 47.1K | 37.55 | +21.5% |
| XOM ExxonMobil Holdings Corp | 1.6M | 0.2% | 9.2K | 165.11 | +52.1% |
| EAPR Innovator Emerging Markets Power Buffer ETF Ap | 1.4M | 0.2% | 48.2K | 33.51 | +17.6% |
| AMZN AMAZON COM INC | 1.4M | 0.2% | 6.8K | 258.63 | +15.6% |
| DCOR Dimensional US Core Equity 1 ETF | 1.4M | 0.2% | 19.4K | 84.54 | +22.0% |
| DFNM Dimensional National Municipal Bond ETF | 1.4M | 0.2% | 28.4K | 47.57 | +0.5% |
| DFAR Dimensional US Real Estate ETF | 1.3M | 0.2% | 56.6K | 26.48 | +12.6% |
| BALT Innovator Defined Wealth Shield ETF | 1.3M | 0.2% | 38.1K | 34.70 | +6.8% |
| PJUN Innovator U.S. Equity Power Buffer ETF - June | 1.3M | 0.2% | 30.2K | 43.91 | +8.7% |
| DFVX Dimensional US Large Cap Vector ETF | 1.2M | 0.2% | 16.6K | 85.61 | +21.1% |
| DFSU Dimensional US Sustainability Core 1 ETF | 1.2M | 0.2% | 28.8K | 48.20 | +18.3% |
| IMAY Innovator International Developed Power Buffer | 1.1M | 0.2% | 37.4K | 32.61 | +13.2% |
| PNOV Innovator U.S. Equity Power Buffer ETF - Novem | 1.1M | 0.2% | 27.0K | 45.29 | +12.3% |
| MSFT MICROSOFT CORP | 1.1M | 0.2% | 3.0K | 483.24 | -4.4% |
| GLD SPDR GOLD TRUST | 1.1M | 0.2% | 2.5K | 423.36 | +37.3% |
| IJUN Innovator International Developed Power Buffer | 1.0M | 0.2% | 34.1K | 32.01 | +13.3% |
| EJAN Innovator Emerging Markets Power Buffer ETF Ja | 985.6K | 0.2% | 29.0K | 36.82 | +12.7% |
| DFUS Dimensional U.S. Equity Market ETF | 908.5K | 0.1% | 12.8K | 83.64 | +20.8% |
| UJUL Innovator U.S. Equity Ultra Buffer ETF - July | 875.5K | 0.1% | 22.9K | 41.34 | +10.6% |
| EOCT Innovator Emerging Markets Power Buffer ETF - | 861.1K | 0.1% | 27.0K | 34.94 | +20.7% |
| BMAY Innovator U.S. Equity Buffer ETF - May | 753.1K | 0.1% | 16.8K | 48.36 | +12.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 716.2K | 0.1% | 1.2K | 713.44 | +26.1% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 700.1K | 0.1% | 13.8K | 50.73 | +0.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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