Betterment LLC
DFCF icon

Betterment LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Betterment LLC’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.1M Buy
1,351,950
+95,395
+8% +$4.03M 0.1% 70
2026
Q1 		$53.1M Buy
1,256,555
+77,078
+7% +$3.29M 0.1% 68
2025
Q4 		$50.2M Buy
1,179,477
+37,338
+3% +$1.6M 0.1% 66
2025
Q3 		$48.8M Buy
1,142,139
+110,584
+11% +$4.69M 0.1% 66
2025
Q2 		$43.6M Buy
1,031,555
+112,781
+12% +$4.7M 0.09% 66
2025
Q1 		$38.6M Buy
918,774
+72,581
+9% +$3.02M 0.09% 64
2024
Q4 		$34.9M Buy
846,193
+88,211
+12% +$3.71M 0.08% 63
2024
Q3 		$32.7M Buy
757,982
+93,104
+14% +$3.97M 0.08% 64
2024
Q2 		$27.6M Buy
664,878
+81,642
+14% +$3.38M 0.07% 62
2024
Q1 		$24.5M Buy
583,236
+319,255
+121% +$13.4M 0.07% 60
2023
Q4 		$11.2M Buy
263,981
+49,730
+23% +$2.03M 0.03% 66
2023
Q3 		$8.65M Buy
214,251
+62,293
+41% +$2.57M 0.03% 72
2023
Q2 		$6.34M Buy
151,958
+39,513
+35% +$1.67M 0.02% 77
2023
Q1 		$4.78M Buy
112,445
+70,525
+168% +$2.98M 0.02% 90
2022
Q4 		$1.74M Buy
41,920
+32,269
+334% +$1.33M 0.01% 124
2022
Q3 		$421K Hold
9,651
– – ﹤0.01% 186
2022
Q2 		$421K Buy
+9,651
New +$428K ﹤0.01% 186

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Betterment LLC's DFCF Position: Q2 2026 in Review

Betterment LLC increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.6% in Q2 2026, buying an estimated $4.03M and bringing the position to 1,351,950 shares worth $57.1M. The position accounts for 0.1% of the portfolio, ranked #70.

Betterment LLC first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Betterment LLC held 1,351,950 shares of Dimensional Core Fixed Income ETF worth $57.1M as of Q2 2026.
  • Betterment LLC bought 95,395 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $4.03M.
  • Dimensional Core Fixed Income ETF made up 0.1% of Betterment LLC's portfolio in Q2 2026, its #70 holding.
  • Betterment LLC first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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