Sign In
test

Rebecca Sierp

Wpwealth Llp

Assets Managed
$654.247M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
2.41%(2Q avg: 3.42%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Wpwealth Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Wpwealth Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 654.247M in assets, with a quarterly growth rate of 2.41% and a 2-quarter average growth rate of 3.42%. The portfolio is managed by Rebecca Sierp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIC
Dimensional International Co
Recent Activity
Decreased -0.01%
13.69%
$89.503M
2.519M shares@ $35.53 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 0.53%
12.89%
$84.326M
1.997M shares@ $42.23 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 5.5%
12.85%
$84.018M
1.862M shares@ $45.13 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 5.29%
9.81%
$64.136M
1.188M shares@ $53.99 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 3.32%
8.86%
$57.93M
1.21M shares@ $47.88 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.03%
4.53%
$29.574M
873,406 shares@ $33.87 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -6.88%
4.51%
$29.485M
825,675 shares@ $35.71 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 3.48%
4.45%
$29.099M
600,464 shares@ $48.47 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 3.42%
3.92%
$25.604M
963,275 shares@ $26.59 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 10.6%
3.77%
$24.653M
670,658 shares@ $36.77 avg price

1-10 of 97