Betterment LLC’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
342,966
+33,407
| +11% | +$1.8M | 0.04% | 98 |
|
|
2025
Q1 | $15.9M | Buy |
309,559
+46,779
| +18% | +$2.41M | 0.04% | 90 |
|
|
2024
Q4 | $14.6M | Buy |
262,780
+13,827
| +6% | +$770K | 0.03% | 89 |
|
|
2024
Q3 | $13.8M | Buy |
248,953
+13,209
| +6% | +$735K | 0.03% | 88 |
|
|
2024
Q2 | $12.2M | Buy |
235,744
+45,919
| +24% | +$2.38M | 0.03% | 83 |
|
|
2024
Q1 | $10.3M | Buy |
189,825
+59,124
| +45% | +$3.22M | 0.03% | 83 |
|
|
2023
Q4 | $6.84M | Buy |
130,701
+58,018
| +80% | +$3.04M | 0.02% | 86 |
|
|
2023
Q3 | $3.32M | Buy |
72,683
+37,443
| +106% | +$1.71M | 0.01% | 98 |
|
|
2023
Q2 | $1.64M | Buy |
35,240
+13,964
| +66% | +$648K | 0.01% | 126 |
|
|
2023
Q1 | $947K | Buy |
21,276
+9,310
| +78% | +$414K | ﹤0.01% | 153 |
|
|
2022
Q4 | $526K | Buy |
11,966
+5,763
| +93% | +$253K | ﹤0.01% | 181 |
|
|
2022
Q3 | $249K | Hold |
6,203
| – | – | ﹤0.01% | 216 |
|
|
2022
Q2 | $249K | Buy |
+6,203
| New | +$249K | ﹤0.01% | 216 |
|
|
2021
Q3 | – | Sell |
-4,774
| Closed | -$214K | – | 185 |
|
|
2021
Q2 | $214K | Buy |
+4,774
| New | +$214K | ﹤0.01% | 161 |
|