BetterWealth, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1475 SARATOGA AVENUE SAN JOSE, CA 95129
As of the latest 13F report, the guru’s equity portfolio contained 39 stocks valued at a total of $222.00Mil. The top holdings were DFAC(29.25%), AAPL(9.68%), and DUHP(8.32%).
According to GuruFocus data, these were BetterWealth, LLC’s top five trades of the quarter.
Avantis Real E state ETF
The guru established a new position worth 249,560 shares in ARCA:AVRE, giving the stock a 4.62% weight in the equity portfolio. Shares traded for an average price of $40.54 during the quarter.
On 01/24/2023, Avantis Real E state ETF traded for a price of $43.83 per share and a market cap of $273.50Mil. The stock has returned -14.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Avantis Real E state ETF has a price-earnings ratio of 16.37 and a price-book ratio of 1.68.
iShares MSCI USA Min Vol Factor ETF
The guru sold out of their 20,290-share investment in BATS:USMV. Previously, the stock had a 0.6899999999999999% weight in the equity portfolio. Shares traded for an average price of $70.90000000000001 during the quarter.
On 01/24/2023, iShares MSCI USA Min Vol Factor ETF traded for a price of $72.355 per share and a market cap of $30.01Bil. The stock has returned -2.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA Min Vol Factor ETF has a price-earnings ratio of 22.81 and a price-book ratio of 4.09.
Dimensional US High Profitability ETF
During the quarter, BetterWealth, LLC bought 56,239 shares of ARCA:DUHP for a total holding of 769,398. The trade had a 0.61% impact on the equity portfolio. During the quarter, the stock traded for an average price of $23.71.
On 01/24/2023, Dimensional US High Profitability ETF traded for a price of $24.79 per share and a market cap of $1.61Bil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional US High Profitability ETF has a price-earnings ratio of 18.60 and a price-book ratio of 7.73.
Dimensional Emerging Markets Core Equity 2 ETF
During the quarter, BetterWealth, LLC bought 58,352 shares of ARCA:DFEM for a total holding of 520,178. The trade had a 0.59% impact on the equity portfolio. During the quarter, the stock traded for an average price of $21.8.
On 01/24/2023, Dimensional Emerging Markets Core Equity 2 ETF traded for a price of $24.58 per share and a market cap of $1.47Bil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional Emerging Markets Core Equity 2 ETF has a price-earnings ratio of 8.78 and a price-book ratio of 1.28.
Dimensional U.S. Core Equity 2 ETF
During the quarter, BetterWealth, LLC bought 38,900 shares of ARCA:DFAC for a total holding of 2,676,382. The trade had a 0.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $24.21.
On 01/24/2023, Dimensional U.S. Core Equity 2 ETF traded for a price of $25.43 per share and a market cap of $17.22Bil. The stock has returned -4.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional U.S. Core Equity 2 ETF has a price-earnings ratio of 15.43 and a price-book ratio of 3.03.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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