Betterment LLC
DFAT icon

Betterment LLC’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Betterment LLC’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.6M Buy
380,189
+13,489
+4% +$901K 0.04% 97
2026
Q1 		$22.9M Buy
366,700
+9,360
+3% +$594K 0.04% 96
2025
Q4 		$21.3M Sell
357,340
-796
-0.2% -$46.4K 0.04% 96
2025
Q3 		$20.8M Buy
358,136
+15,170
+4% +$864K 0.04% 97
2025
Q2 		$18.5M Buy
342,966
+33,407
+11% +$1.7M 0.04% 98
2025
Q1 		$15.9M Buy
309,559
+46,779
+18% +$2.57M 0.04% 90
2024
Q4 		$14.6M Buy
262,780
+13,827
+6% +$791K 0.03% 89
2024
Q3 		$13.8M Buy
248,953
+13,209
+6% +$714K 0.03% 88
2024
Q2 		$12.2M Buy
235,744
+45,919
+24% +$2.41M 0.03% 83
2024
Q1 		$10.3M Buy
189,825
+59,124
+45% +$3.04M 0.03% 83
2023
Q4 		$6.84M Buy
130,701
+58,018
+80% +$2.71M 0.02% 86
2023
Q3 		$3.32M Buy
72,683
+37,443
+106% +$1.78M 0.01% 98
2023
Q2 		$1.64M Buy
35,240
+13,964
+66% +$613K 0.01% 126
2023
Q1 		$947K Buy
21,276
+9,310
+78% +$432K ﹤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 +$272K ﹤0.01% 216
2021
Q3 		– Sell
-4,774
Closed -$214K – 185
2021
Q2 		$214K Buy
+4,774
New +$214K ﹤0.01% 161

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Betterment LLC's DFAT Position: Q2 2026 in Review

Betterment LLC increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.7% in Q2 2026, buying an estimated $901K and bringing the position to 380,189 shares worth $26.6M. The position accounts for 0.04% of the portfolio, ranked #97.

Betterment LLC first reported a position in DFAT in Q2 2021 and has held it in 18 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Betterment LLC held 380,189 shares of Dimensional US Targeted Value ETF worth $26.6M as of Q2 2026.
  • Betterment LLC bought 13,489 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $901K.
  • Dimensional US Targeted Value ETF made up 0.04% of Betterment LLC's portfolio in Q2 2026, its #97 holding.
  • Betterment LLC first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 18 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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