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
Q2 		$27.7M Sell
536,301
-21,983
-4% -$1.1M 0.05% 96
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

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Betterment LLC's DFAU Position: Q2 2026 in Review

Betterment LLC reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.9% in Q2 2026, selling an estimated $1.1M and leaving 536,301 shares worth $27.7M. The position accounts for 0.05% of the portfolio, ranked #96.

Betterment LLC first reported a position in DFAU in Q3 2021 and has held it in 20 quarters since. The position peaked at $50.3M in Q4 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Betterment LLC held 536,301 shares of Dimensional US Core Equity Market ETF worth $27.7M as of Q2 2026.
  • Betterment LLC sold 21,983 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.1M.
  • Dimensional US Core Equity Market ETF made up 0.05% of Betterment LLC's portfolio in Q2 2026, its #96 holding.
  • Betterment LLC first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and has held it in 20 quarters since.
  • Betterment LLC's Dimensional US Core Equity Market ETF position peaked at $50.3M in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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