Betterment LLC’s Dimensional World Equity ETF DFAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
17,549
+8,123
| +86% | +$545K | ﹤0.01% | 261 |
|
|
2025
Q1 | $578K | Buy |
9,426
+1,056
| +13% | +$64.8K | ﹤0.01% | 318 |
|
|
2024
Q4 | $523K | Buy |
8,370
+228
| +3% | +$14.2K | ﹤0.01% | 320 |
|
|
2024
Q3 | $517K | Buy |
8,142
+58
| +0.7% | +$3.68K | ﹤0.01% | 307 |
|
|
2024
Q2 | $481K | Buy |
+8,084
| New | +$481K | ﹤0.01% | 287 |
|