Betterment LLC’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Betterment LLC’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156M	Buy	3,524,619 +97,506	+3%	+$4.17M	0.26%	37
2026 Q1	$133M	Buy	3,427,113 +155,719	+5%	+$6.27M	0.25%	37
2025 Q4	$130M	Buy	3,271,394 +105,022	+3%	+$4.1M	0.25%	37
2025 Q3	$122M	Buy	3,166,372 +205,012	+7%	+$7.65M	0.24%	40
2025 Q2	$106M	Buy	2,961,360 +408,381	+16%	+$13.6M	0.23%	39
2025 Q1	$84.2M	Buy	2,552,979 +282,684	+12%	+$9.8M	0.2%	44
2024 Q4	$78.5M	Buy	2,270,295 +156,138	+7%	+$5.5M	0.19%	46
2024 Q3	$72.5M	Buy	2,114,157 +11,644	+0.6%	+$385K	0.17%	47
2024 Q2	$67.8M	Buy	2,102,513 +265,740	+14%	+$8.38M	0.18%	45
2024 Q1	$58.7M	Buy	1,836,773 +404,350	+28%	+$12.2M	0.16%	44
2023 Q4	$41.9M	Buy	1,432,423 +295,487	+26%	+$8M	0.12%	45
2023 Q3	$29.8M	Buy	1,136,936 +206,372	+22%	+$5.63M	0.09%	46
2023 Q2	$25.3M	Buy	930,564 +76,660	+9%	+$1.98M	0.08%	49
2023 Q1	$21.8M	Buy	853,904 +170,474	+25%	+$4.32M	0.07%	51
2022 Q4	$16.6M	Buy	683,430 +140,271	+26%	+$3.41M	0.06%	54
2022 Q3	$12.7M	Hold	543,159	–	–	0.05%	56
2022 Q2	$12.7M	Buy	543,159 +96,770	+22%	+$2.45M	0.05%	56
2022 Q1	$12.3M	Buy	446,389 +112,537	+34%	+$3.08M	0.04%	57
2021 Q4	$9.7M	Buy	333,852 +95,827	+40%	+$2.7M	0.03%	67
2021 Q3	$6.32M	Sell	238,025 -43,267	-15%	-$1.18M	0.02%	70
2021 Q2	$7.59M	Buy	+281,292	New	+$7.47M	0.03%	64

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Betterment LLC's DFAC Position: Q2 2026 in Review

Betterment LLC increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.8% in Q2 2026, buying an estimated $4.17M and bringing the position to 3,524,619 shares worth $156M. The position accounts for 0.26% of the portfolio, ranked #37.

Betterment LLC first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Betterment LLC held 3,524,619 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $156M as of Q2 2026.
Betterment LLC bought 97,506 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.17M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.26% of Betterment LLC's portfolio in Q2 2026, its #37 holding.
Betterment LLC first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

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