Betterment LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Betterment LLC’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Buy	381,067 +7,512	+2%	+$276K	0.02%	118
2026 Q1	$12.7M	Buy	373,555 +1,541	+0.4%	+$53.6K	0.02%	125
2025 Q4	$12.2M	Buy	372,014 +2,608	+0.7%	+$83.2K	0.02%	124
2025 Q3	$11.6M	Sell	369,406 -2,962	-0.8%	-$89.9K	0.02%	121
2025 Q2	$10.9M	Buy	372,368 +77,875	+26%	+$2.14M	0.02%	117
2025 Q1	$7.72M	Buy	294,493 +3,570	+1%	+$92.7K	0.02%	126
2024 Q4	$7.23M	Buy	290,923 +41,763	+17%	+$1.08M	0.02%	124
2024 Q3	$6.73M	Buy	249,160 +9,418	+4%	+$244K	0.02%	123
2024 Q2	$6.09M	Buy	239,742 +28,990	+14%	+$741K	0.02%	114
2024 Q1	$5.36M	Buy	210,752 +1,019	+0.5%	+$24.9K	0.01%	104
2023 Q4	$5.12M	Sell	209,733 -16,314	-7%	-$373K	0.01%	96
2023 Q3	$5.09M	Sell	226,047 -15,904	-7%	-$372K	0.02%	89
2023 Q2	$5.64M	Sell	241,951 -41,921	-15%	-$976K	0.02%	81
2023 Q1	$6.55M	Buy	283,872 +9,743	+4%	+$223K	0.02%	78
2022 Q4	$5.92M	Sell	274,129 -28,330	-9%	-$589K	0.02%	78
2022 Q3	$6.49M	Hold	302,459	–	–	0.02%	77
2022 Q2	$6.49M	Buy	302,459 +49,965	+20%	+$1.16M	0.02%	77
2022 Q1	$6.3M	Buy	252,494 +74,780	+42%	+$1.89M	0.02%	78
2021 Q4	$4.64M	Buy	177,714 +37,622	+27%	+$983K	0.01%	88
2021 Q3	$3.63M	Buy	+140,092	New	+$3.71M	0.01%	91

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Betterment LLC's DFAX Position: Q2 2026 in Review

Betterment LLC increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2% in Q2 2026, buying an estimated $276K and bringing the position to 381,067 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #118.

Betterment LLC first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Betterment LLC held 381,067 shares of Dimensional World ex US Core Equity 2 ETF worth $14M as of Q2 2026.
Betterment LLC bought 7,512 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $276K.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #118 holding.
Betterment LLC first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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