Betterment LLC
DFGP icon

Betterment LLC’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Betterment LLC’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.43M Buy
156,211
+14,344
+10% +$781K 0.02% 147
2025
Q4 		$7.67M Buy
141,867
+18,619
+15% +$1.02M 0.01% 145
2025
Q3 		$6.85M Buy
123,248
+18,221
+17% +$1,000K 0.01% 147
2025
Q2 		$5.72M Buy
105,027
+31,426
+43% +$1.68M 0.01% 149
2025
Q1 		$3.93M Buy
73,601
+37,209
+102% +$1.98M 0.01% 160
2024
Q4 		$1.92M Buy
36,392
+24,532
+207% +$1.33M ﹤0.01% 208
2024
Q3 		$653K Buy
11,860
+4,530
+62% +$246K ﹤0.01% 285
2024
Q2 		$388K Buy
+7,330
New +$387K ﹤0.01% 314

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Betterment LLC's DFGP Position: Q1 2026 in Review

Betterment LLC increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 10% in Q1 2026, buying an estimated $781K and bringing the position to 156,211 shares worth $8.43M. The position accounts for 0.02% of the portfolio, ranked #147.

Betterment LLC first reported a position in DFGP in Q2 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Betterment LLC held 156,211 shares of Dimensional Global Core Plus Fixed Income ETF worth $8.43M as of Q1 2026.
  • Betterment LLC bought 14,344 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $781K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #147 holding.
  • Betterment LLC first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

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