Betterment LLC’s DFA Real Estate Securities Portfolio ETF Class Shares 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 Q2	$10.6M	Buy	405,281 +23,588	+6%	+$606K	0.02%	135
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Betterment LLC's DFAR Position: Q2 2026 in Review

Betterment LLC increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 6.2% in Q2 2026, buying an estimated $606K and bringing the position to 405,281 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #135.

Betterment LLC first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Betterment LLC held 405,281 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $10.6M as of Q2 2026.
Betterment LLC bought 23,588 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $606K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #135 holding.
Betterment LLC first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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