Betterment LLC’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Betterment LLC’s Portfolio DFGR Stock Details DFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.83M	Buy	144,297 +3,434	+2%	+$94.2K	0.01%	189
2025 Q4	$3.72M	Buy	140,863 +12,941	+10%	+$349K	0.01%	181
2025 Q3	$3.49M	Buy	127,922 +15,061	+13%	+$408K	0.01%	180
2025 Q2	$3.03M	Buy	112,861 +21,168	+23%	+$556K	0.01%	185
2025 Q1	$2.41M	Buy	91,693 +9,622	+12%	+$251K	0.01%	193
2024 Q4	$2.1M	Buy	82,071 +11,958	+17%	+$328K	0.01%	201
2024 Q3	$2.02M	Buy	70,113 +6,223	+10%	+$170K	﹤0.01%	185
2024 Q2	$1.6M	Buy	63,890 +20,412	+47%	+$502K	﹤0.01%	187
2024 Q1	$1.11M	Buy	43,478 +16,231	+60%	+$407K	﹤0.01%	191
2023 Q4	$708K	Buy	+27,247	New	+$639K	﹤0.01%	206

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Betterment LLC's DFGR Position: Q1 2026 in Review

Betterment LLC increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.4% in Q1 2026, buying an estimated $94.2K and bringing the position to 144,297 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #189.

Betterment LLC first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Betterment LLC held 144,297 shares of Dimensional Global Real Estate ETF worth $3.83M as of Q1 2026.
Betterment LLC bought 3,434 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $94.2K.
Dimensional Global Real Estate ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #189 holding.
Betterment LLC first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

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