Betterment LLC’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Betterment LLC’s Portfolio DFGX Stock Details DFGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.75M	Buy	107,366 +1,607	+2%	+$85.1K	0.01%	164
2026 Q1	$5.55M	Buy	105,759 +12,600	+14%	+$667K	0.01%	167
2025 Q4	$4.9M	Buy	93,159 +5,045	+6%	+$272K	0.01%	165
2025 Q3	$4.75M	Buy	88,114 +8,131	+10%	+$435K	0.01%	162
2025 Q2	$4.27M	Buy	79,983 +4,268	+6%	+$225K	0.01%	165
2025 Q1	$3.96M	Buy	75,715 +11,860	+19%	+$620K	0.01%	159
2024 Q4	$3.34M	Buy	63,855 +1,294	+2%	+$69.2K	0.01%	160
2024 Q3	$3.38M	Buy	62,561 +6,082	+11%	+$325K	0.01%	143
2024 Q2	$2.97M	Buy	56,479 +15,883	+39%	+$833K	0.01%	143
2024 Q1	$2.15M	Buy	+40,596	New	+$2.13M	0.01%	142

Other funds holding DFGX

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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

EFP

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Betterment LLC's DFGX Position: Q2 2026 in Review

Betterment LLC increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 1.5% in Q2 2026, buying an estimated $85.1K and bringing the position to 107,366 shares worth $5.75M. The position accounts for 0.01% of the portfolio, ranked #164.

Betterment LLC first reported a position in DFGX in Q1 2024 and has held it in 10 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Betterment LLC held 107,366 shares of Dimensional International Core Fixed Income ETF worth $5.75M as of Q2 2026.
Betterment LLC bought 1,607 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $85.1K.
Dimensional International Core Fixed Income ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #164 holding.
Betterment LLC first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

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