Betterment LLC’s Dimensional World Equity ETF DFAW Stock Holding History

Betterment LLC’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Buy	19,443 +924	+5%	+$74.6K	﹤0.01%	282
2026 Q1	$1.37M	Buy	18,519 +695	+4%	+$52.9K	﹤0.01%	282
2025 Q4	$1.32M	Sell	17,824 -196	-1%	-$14.3K	﹤0.01%	273
2025 Q3	$1.29M	Buy	18,020 +471	+3%	+$32.8K	﹤0.01%	270
2025 Q2	$1.18M	Buy	17,549 +8,123	+86%	+$508K	﹤0.01%	261
2025 Q1	$578K	Buy	9,426 +1,056	+13%	+$66.9K	﹤0.01%	318
2024 Q4	$523K	Buy	8,370 +228	+3%	+$14.6K	﹤0.01%	320
2024 Q3	$517K	Buy	8,142 +58	+0.7%	+$3.54K	﹤0.01%	307
2024 Q2	$481K	Buy	+8,084	New	+$474K	﹤0.01%	287

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's DFAW Position: Q2 2026 in Review

Betterment LLC increased its Dimensional World Equity ETF (DFAW) stake by 5% in Q2 2026, buying an estimated $74.6K and bringing the position to 19,443 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Betterment LLC first reported a position in DFAW in Q2 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Betterment LLC held 19,443 shares of Dimensional World Equity ETF worth $1.61M as of Q2 2026.
Betterment LLC bought 924 Dimensional World Equity ETF shares in Q2 2026, an estimated $74.6K.
Dimensional World Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #282 holding.
Betterment LLC first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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