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 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Betterment LLC's DFCF Position: Q1 2026 in Review

Betterment LLC increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.5% in Q1 2026, buying an estimated $3.29M and bringing the position to 1,256,555 shares worth $53.1M. The position accounts for 0.1% of the portfolio, ranked #68.

Betterment LLC first reported a position in DFCF in Q2 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Betterment LLC held 1,256,555 shares of Dimensional Core Fixed Income ETF worth $53.1M as of Q1 2026.
Betterment LLC bought 77,078 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $3.29M.
Dimensional Core Fixed Income ETF made up 0.1% of Betterment LLC's portfolio in Q1 2026, its #68 holding.
Betterment LLC first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.