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Dimensional Etf Trust shares owned by Betterment

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 150k 22.37
2023-12-31 $2.3M 100k 22.74
2023-09-30 $1.4M 72k 19.52
2023-06-30 $852k 40k 21.51
2023-03-31 $676k 32k 21.48
2022-12-31 $366k 17k 21.12

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Dimensional Etf Trust

Vista Wealth Management Group
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
Savant Capital Management
RAM Investment Partners
Moisand Fitzgerald Tamayo
Rather & Kittrell
Great Oak Capital Partners
Root Financial Partners
Brown Financial Advisory
Bridgewater Advisors
BKD Wealth Advisors
Burns Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust