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
Q2 		$9.28M Buy
170,324
+14,113
+9% +$768K 0.02% 145
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 $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Betterment LLC's DFGP Position: Q2 2026 in Review

Betterment LLC increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 9% in Q2 2026, buying an estimated $768K and bringing the position to 170,324 shares worth $9.28M. The position accounts for 0.02% of the portfolio, ranked #145.

Betterment LLC first reported a position in DFGP in Q2 2024 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Betterment LLC held 170,324 shares of Dimensional Global Core Plus Fixed Income ETF worth $9.28M as of Q2 2026.
  • Betterment LLC bought 14,113 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $768K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #145 holding.
  • Betterment LLC first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

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