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 Q2	$4.39M	Buy	151,480 +7,183	+5%	+$206K	0.01%	183
2026 Q1	$3.84M	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Betterment LLC's DFGR Position: Q2 2026 in Review

Betterment LLC increased its Dimensional Global Real Estate ETF (DFGR) stake by 5% in Q2 2026, buying an estimated $206K and bringing the position to 151,480 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #183.

Betterment LLC first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Betterment LLC held 151,480 shares of Dimensional Global Real Estate ETF worth $4.39M as of Q2 2026.
Betterment LLC bought 7,183 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $206K.
Dimensional Global Real Estate ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #183 holding.
Betterment LLC first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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