Betterment LLC
DFAR icon

Betterment LLC’s Dimensional US Real Estate ETF DFAR Stock Holding History

Betterment LLC’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.03M Buy
381,693
+27,251
+8% +$655K 0.02% 142
2025
Q4 		$8.12M Buy
354,442
+6,337
+2% +$148K 0.02% 139
2025
Q3 		$8.3M Buy
348,105
+38,012
+12% +$896K 0.02% 133
2025
Q2 		$7.28M Buy
310,093
+41,875
+16% +$972K 0.02% 134
2025
Q1 		$6.38M Buy
268,218
+40,865
+18% +$964K 0.02% 134
2024
Q4 		$5.29M Buy
227,353
+19,178
+9% +$475K 0.01% 134
2024
Q3 		$5.34M Buy
208,175
+27,718
+15% +$671K 0.01% 127
2024
Q2 		$3.99M Buy
180,457
+30,661
+20% +$659K 0.01% 128
2024
Q1 		$3.35M Buy
149,796
+50,235
+50% +$1.11M 0.01% 117
2023
Q4 		$2.26M Buy
99,561
+27,419
+38% +$562K 0.01% 125
2023
Q3 		$1.41M Buy
72,142
+32,535
+82% +$690K ﹤0.01% 137
2023
Q2 		$852K Buy
39,607
+8,135
+26% +$172K ﹤0.01% 164
2023
Q1 		$676K Buy
31,472
+14,144
+82% +$311K ﹤0.01% 179
2022
Q4 		$366K Buy
+17,328
New +$367K ﹤0.01% 212

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Betterment LLC's DFAR Position: Q1 2026 in Review

Betterment LLC increased its Dimensional US Real Estate ETF (DFAR) stake by 7.7% in Q1 2026, buying an estimated $655K and bringing the position to 381,693 shares worth $9.03M. The position accounts for 0.02% of the portfolio, ranked #142.

Betterment LLC first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Betterment LLC held 381,693 shares of Dimensional US Real Estate ETF worth $9.03M as of Q1 2026.
  • Betterment LLC bought 27,251 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $655K.
  • Dimensional US Real Estate ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #142 holding.
  • Betterment LLC first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

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