Betterment LLC
DFAE icon

Betterment LLC’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Betterment LLC’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Sell
294,068
-11,606
-4% -$449K 0.02% 126
2026
Q1 		$10.3M Sell
305,674
-16,261
-5% -$569K 0.02% 134
2025
Q4 		$10.5M Sell
321,935
-15,527
-5% -$500K 0.02% 129
2025
Q3 		$10.6M Sell
337,462
-11,763
-3% -$354K 0.02% 125
2025
Q2 		$10.1M Sell
349,225
-18,189
-5% -$488K 0.02% 121
2025
Q1 		$9.51M Sell
367,414
-3,934
-1% -$102K 0.02% 115
2024
Q4 		$9.42M Buy
371,348
+33,991
+10% +$899K 0.02% 113
2024
Q3 		$9.25M Buy
337,357
+52,654
+18% +$1.37M 0.02% 104
2024
Q2 		$7.37M Buy
284,703
+16,263
+6% +$412K 0.02% 104
2024
Q1 		$6.64M Sell
268,440
-25,050
-9% -$600K 0.02% 97
2023
Q4 		$7.08M Buy
293,490
+65,758
+29% +$1.5M 0.02% 85
2023
Q3 		$5.14M Buy
227,732
+53,656
+31% +$1.27M 0.02% 88
2023
Q2 		$4.08M Buy
174,076
+30,313
+21% +$701K 0.01% 90
2023
Q1 		$3.31M Buy
143,763
+13,801
+11% +$318K 0.01% 104
2022
Q4 		$2.85M Buy
129,962
+31,274
+32% +$665K 0.01% 106
2022
Q3 		$2.29M Hold
98,688
– – 0.01% 110
2022
Q2 		$2.29M Buy
98,688
+11,541
+13% +$283K 0.01% 110
2022
Q1 		$2.29M Buy
87,147
+34,063
+64% +$913K 0.01% 113
2021
Q4 		$1.45M Buy
53,084
+15,322
+41% +$421K ﹤0.01% 122
2021
Q3 		$1.03M Buy
+37,762
New +$1.07M ﹤0.01% 128

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC's DFAE Position: Q2 2026 in Review

Betterment LLC reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.8% in Q2 2026, selling an estimated $449K and leaving 294,068 shares worth $11.8M. The position accounts for 0.02% of the portfolio, ranked #126.

Betterment LLC first reported a position in DFAE in Q3 2021 and has held it in 20 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Betterment LLC held 294,068 shares of Dimensional Emerging Core Equity Market ETF worth $11.8M as of Q2 2026.
  • Betterment LLC sold 11,606 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $449K.
  • Dimensional Emerging Core Equity Market ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #126 holding.
  • Betterment LLC first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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