Betterment LLC
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Betterment LLC’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Betterment LLC’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
6,283
+699
+13% +$29.3K ﹤0.01% 554
2025
Q4 		$232K Sell
5,584
-104
-2% -$4.38K ﹤0.01% 527
2025
Q3 		$240K Sell
5,688
-2,284
-29% -$96.1K ﹤0.01% 488
2025
Q2 		$333K Sell
7,972
-593
-7% -$24.6K ﹤0.01% 417
2025
Q1 		$361K Buy
8,565
+1,423
+20% +$58.7K ﹤0.01% 377
2024
Q4 		$289K Buy
7,142
+1,592
+29% +$65.7K ﹤0.01% 392
2024
Q3 		$235K Buy
+5,550
New +$231K ﹤0.01% 406

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Betterment LLC's DFIP Position: Q1 2026 in Review

Betterment LLC increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q1 2026, buying an estimated $29.3K and bringing the position to 6,283 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Betterment LLC first reported a position in DFIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $361K in Q1 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Betterment LLC held 6,283 shares of Dimensional Inflation-Protected Securities ETF worth $262K as of Q1 2026.
  • Betterment LLC bought 699 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $29.3K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #554 holding.
  • Betterment LLC first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2024 and has held it in 7 quarters since.
  • Betterment LLC's Dimensional Inflation-Protected Securities ETF position peaked at $361K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

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