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Dimensional Etf Trust shares owned by Betterment

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) 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 $1.9M 73k 25.96
2023-12-31 $1.3M 51k 25.21
2023-09-30 $697k 29k 23.68
2023-06-30 $334k 14k 24.36
2023-03-31 $237k 10k 23.42

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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

Asset Dedication
Comprehensive Portfolio Management
True Wealth Design
Marquette Asset Management
Beacon Pointe Advisors
Raymond James Financial Services Advisors
Sensible Money
Janney Montgomery Scott
Evanson Asset Management
Eqis Capital Management
Burns Wealth Management
Family Investment Center
Opes Wealth Management
Index Fund Advisors
Graves-Light Private Wealth Management

View all funds holding Dimensional Etf Trust