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Dimensional Etf Trust shares owned by Betterment

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 $2.5M 74k 34.36
2023-09-30 $1.4M 42k 32.63
2023-06-30 $667k 20k 32.83
2023-03-31 $467k 15k 32.26
2022-12-31 $222k 7.3k 30.46

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

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
HPM Partners
Foster Group

View all funds holding Dimensional Etf Trust