Betterment LLC
DFAU icon

Betterment LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Betterment LLC’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.2M Sell
558,284
-46,408
-8% -$2.18M 0.05% 91
2025
Q4 		$28.3M Sell
604,692
-30,348
-5% -$1.41M 0.05% 86
2025
Q3 		$29.1M Sell
635,040
-34,257
-5% -$1.51M 0.06% 84
2025
Q2 		$28.4M Sell
669,297
-625,427
-48% -$24.5M 0.06% 80
2025
Q1 		$49.8M Buy
1,294,724
+53,142
+4% +$2.16M 0.12% 56
2024
Q4 		$50.3M Buy
1,241,582
+68,109
+6% +$2.78M 0.12% 54
2024
Q3 		$46.6M Buy
1,173,473
+79,374
+7% +$3.03M 0.11% 55
2024
Q2 		$41M Buy
1,094,099
+69,623
+7% +$2.53M 0.11% 55
2024
Q1 		$37.4M Sell
1,024,476
-231,237
-18% -$8.01M 0.1% 50
2023
Q4 		$41.8M Buy
1,255,713
+184,048
+17% +$5.71M 0.12% 46
2023
Q3 		$32.1M Buy
1,071,665
+267,097
+33% +$8.32M 0.1% 45
2023
Q2 		$24.9M Buy
804,568
+283,268
+54% +$8.31M 0.08% 50
2023
Q1 		$15M Buy
521,300
+131,109
+34% +$3.71M 0.05% 55
2022
Q4 		$10.5M Sell
390,191
-9,434
-2% -$256K 0.04% 60
2022
Q3 		$10.6M Hold
399,625
– – 0.04% 62
2022
Q2 		$10.6M Buy
399,625
+67,781
+20% +$1.95M 0.04% 62
2022
Q1 		$10.5M Buy
331,844
+215,309
+185% +$6.69M 0.03% 63
2021
Q4 		$3.85M Buy
116,535
+3,380
+3% +$108K 0.01% 93
2021
Q3 		$3.41M Buy
+113,155
New +$3.49M 0.01% 95

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RW
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ST
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OIA
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AF
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AAS
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Focus Partners Wealth
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AWA
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MWM
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MJFG
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