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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
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

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)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Dimensional Etf Trust

Asset Dedication
Heritage Financial Services
Comprehensive Portfolio Management
True Wealth Design
Marquette Asset Management
Beacon Pointe Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors
Evanson Asset Management
Opes Wealth Management
Jane Street
AE Wealth Management
Aveo Capital Partners
Graves-Light Private Wealth Management
Financial Architects

View all funds holding Dimensional Etf Trust