Betterment LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
9,781
+567
| +6% | +$36.1K | ﹤0.01% | 326 |
|
|
2025
Q1 | $551K | Sell |
9,214
-2,345
| -20% | -$140K | ﹤0.01% | 323 |
|
|
2024
Q4 | $752K | Buy |
11,559
+880
| +8% | +$57.3K | ﹤0.01% | 279 |
|
|
2024
Q3 | $693K | Buy |
10,679
+1,110
| +12% | +$72K | ﹤0.01% | 276 |
|
|
2024
Q2 | $575K | Sell |
9,569
-3,166
| -25% | -$190K | ﹤0.01% | 271 |
|
|
2024
Q1 | $794K | Buy |
12,735
+927
| +8% | +$57.8K | ﹤0.01% | 221 |
|
|
2023
Q4 | $704K | Buy |
11,808
+3,229
| +38% | +$193K | ﹤0.01% | 207 |
|
|
2023
Q3 | $450K | Buy |
8,579
+2,262
| +36% | +$119K | ﹤0.01% | 223 |
|
|
2023
Q2 | $346K | Buy |
6,317
+752
| +14% | +$41.2K | ﹤0.01% | 233 |
|
|
2023
Q1 | $293K | Sell |
5,565
-2,260
| -29% | -$119K | ﹤0.01% | 234 |
|
|
2022
Q4 | $400K | Buy |
7,825
+604
| +8% | +$30.9K | ﹤0.01% | 207 |
|
|
2022
Q3 | $347K | Hold |
7,221
| – | – | ﹤0.01% | 197 |
|
|
2022
Q2 | $347K | Sell |
7,221
-1,493
| -17% | -$71.7K | ﹤0.01% | 197 |
|
|
2022
Q1 | $489K | Buy |
8,714
+2,087
| +31% | +$117K | ﹤0.01% | 173 |
|
|
2021
Q4 | $398K | Buy |
6,627
+1,045
| +19% | +$62.8K | ﹤0.01% | 172 |
|
|
2021
Q3 | $321K | Buy |
5,582
+2,034
| +57% | +$117K | ﹤0.01% | 170 |
|
|
2021
Q2 | $207K | Buy |
+3,548
| New | +$207K | ﹤0.01% | 162 |
|