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Dimensional Etf Trust shares owned by Betterment

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) 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
2025-09-30 $2.2M 42k 53.27
2025-06-30 $1.5M 29k 52.41
2025-03-31 $1.5M 30k 51.49
2024-12-31 $1.5M 30k 50.94
2024-09-30 $776k 15k 53.17
2024-06-30 $202k 3.9k 51.22

More positions owned by Betterment

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

View all positions for Betterment

Top funds holding Dimensional Etf Trust

Abacus Wealth Partners
Maseco
Mercer Global Advisors
Quantum Financial Advisors
Blue Oak Capital
Miracle Mile Advisors
Sei Investments
Seeds Investor
Momentous Wealth Management
Parkshore Wealth Management
Planning Center
Citrine Capital
CI Private Wealth
Jane Street
Apella Capital

View all funds holding Dimensional Etf Trust