BetterWealth »

Manager Directed Portfolios shares owned by BetterWealth

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by BetterWealth from 13F filings

Historical chart of BetterWealth investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by BetterWealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Manager Directed Portfolios by BetterWealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $281k 25k 11.11
2024-06-30 $247k 26k 9.67
2024-03-31 $248k 25k 9.80

More positions owned by BetterWealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Sustainabilty (DFSU)

View all positions for BetterWealth

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios