FUTURE YOU WEALTH LLC Last Quarter Change: USA ETF, Unchanged

FUTURE YOU WEALTH LLC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 8 positions, added to 14, reduced 9, sold out of 2 and left 7 unchanged. The largest increase in value was IVV (+$5,308,091); the largest decrease was PABU (-$690,278).

DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2025-03-31 62,617; Shares 2025-06-30 62,617.
DFIV: Country of operation —; Class INTERNATNAL VAL; Shares 2025-03-31 18,775; Shares 2025-06-30 18,775.
DFAT: Country of operation —; Class US TARGETED VLU; Shares 2025-03-31 23,466; Shares 2025-06-30 23,466.
IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 2025-03-31 774; Shares 2025-06-30 774.

Two Form 13F-HR filings compared (SEC CIK 2055142): 2025-03-31 (filed 2025-05-02) and 2025-06-30 (filed 2025-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2025-03-31	Shares 2025-06-30	Value 2025-03-31	Value 2025-06-30	Value change
DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	62,617	62,617	$2,065,735	$2,244,193	+$178,458
DFIV DIMENSIONAL ETF TRUST	INTERNATNAL VAL	18,775	18,775	$738,984	$804,133	+$65,149
DFAT DIMENSIONAL ETF TRUST	US TARGETED VLU	23,466	23,466	$1,208,264	$1,266,225	+$57,961
IWF ISHARES TR	RUS 1000 GRW ETF	774	774	$279,484	$328,625	+$49,141
DFAX DIMENSIONAL ETF TRUST	WORLD EX US CORE	12,683	12,683	$332,295	$372,500	+$40,205
DFUV DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	15,216	15,216	$627,051	$643,332	+$16,281
IWD ISHARES TR	RUS 1000 VAL ETF	1,293	1,293	$243,291	$251,139	+$7,848

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