Betterment LLC’s Dimensional US Core Equity 2 ETF 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 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%	+$9.81M	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	$9.67M	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 $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

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

Betterment LLC's DFAC Position: Q1 2026 in Review

Betterment LLC increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.8% in Q1 2026, buying an estimated $6.27M and bringing the position to 3,427,113 shares worth $133M. The position accounts for 0.25% of the portfolio, ranked #37.

Betterment LLC first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Betterment LLC held 3,427,113 shares of Dimensional US Core Equity 2 ETF worth $133M as of Q1 2026.
Betterment LLC bought 155,719 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $6.27M.
Dimensional US Core Equity 2 ETF made up 0.25% of Betterment LLC's portfolio in Q1 2026, its #37 holding.
Betterment LLC first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.