Betterment LLC’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Betterment LLC’s Portfolio DBMF Stock Details DBMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523K	Buy	17,086 +9,868	+137%	+$303K	﹤0.01%	472
2026 Q1	$218K	Buy	+7,218	New	+$216K	﹤0.01%	594
2023 Q1	–	Sell	-9,889	Closed	-$288K	–	267
2022 Q4	$288K	Buy	9,889 +72	+0.7%	+$2.34K	﹤0.01%	226
2022 Q3	$318K	Hold	9,817	–	–	﹤0.01%	203
2022 Q2	$318K	Sell	9,817 -75	-0.8%	-$2.37K	﹤0.01%	203
2022 Q1	$283K	Buy	9,892 +1,698	+21%	+$45.6K	﹤0.01%	203
2021 Q4	$211K	Sell	8,194 -2,818	-26%	-$79.9K	﹤0.01%	200
2021 Q3	$307K	Sell	11,012 -213	-2%	-$6.01K	﹤0.01%	172
2021 Q2	$320K	Buy	11,225 +309	+3%	+$8.75K	﹤0.01%	151
2021 Q1	$300K	Buy	+10,916	New	+$292K	﹤0.01%	125

Other funds holding DBMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Betterment LLC's DBMF Position: Q2 2026 in Review

Betterment LLC increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 137% in Q2 2026, buying an estimated $303K and bringing the position to 17,086 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Betterment LLC first reported a position in DBMF in Q1 2021 and has held it in 10 quarters since. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Betterment LLC held 17,086 shares of iMGP DBi Managed Futures Strategy ETF worth $523K as of Q2 2026.
Betterment LLC bought 9,868 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $303K.
iMGP DBi Managed Futures Strategy ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #472 holding.
Betterment LLC first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2021 and has held it in 10 quarters since.
327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.