Betterment LLC’s Dimensional International Small Cap ETF DFIS Stock Holding History

Betterment LLC’s Portfolio DFIS Stock Details DFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.9M	Sell	86,115 -5,836	-6%	-$203K	0.01%	209
2025 Q4	$3.03M	Buy	91,951 +4,830	+6%	+$154K	0.01%	197
2025 Q3	$2.76M	Buy	87,121 +1,765	+2%	+$54.2K	0.01%	200
2025 Q2	$2.55M	Sell	85,356 -8,231	-9%	-$228K	0.01%	195
2025 Q1	$2.42M	Sell	93,587 -10,062	-10%	-$257K	0.01%	192
2024 Q4	$2.55M	Buy	103,649 +10,931	+12%	+$278K	0.01%	186
2024 Q3	$2.49M	Buy	92,718 +8,214	+10%	+$211K	0.01%	167
2024 Q2	$2.08M	Buy	84,504 +8,043	+11%	+$201K	0.01%	168
2024 Q1	$1.92M	Buy	76,461 +13,087	+21%	+$314K	0.01%	153
2023 Q4	$1.53M	Buy	63,374 +12,449	+24%	+$277K	﹤0.01%	146
2023 Q3	$1.12M	Buy	50,925 +14,121	+38%	+$324K	﹤0.01%	149
2023 Q2	$840K	Buy	36,804 +17,438	+90%	+$402K	﹤0.01%	165
2023 Q1	$445K	Buy	+19,366	New	+$442K	﹤0.01%	206

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Betterment LLC's DFIS Position: Q1 2026 in Review

Betterment LLC reduced its Dimensional International Small Cap ETF (DFIS) stake by 6.3% in Q1 2026, selling an estimated $203K and leaving 86,115 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #209.

Betterment LLC first reported a position in DFIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.03M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Betterment LLC held 86,115 shares of Dimensional International Small Cap ETF worth $2.9M as of Q1 2026.
Betterment LLC sold 5,836 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $203K.
Dimensional International Small Cap ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #209 holding.
Betterment LLC first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
Betterment LLC's Dimensional International Small Cap ETF position peaked at $3.03M in Q4 2025.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

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