Betterment LLC
DFGX icon

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
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

AC
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PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $381M AUM 19.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return