Betterment LLC
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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
Q2 		$3.09M Buy
88,164
+2,049
+2% +$73.4K 0.01% 209
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Betterment LLC's DFIS Position: Q2 2026 in Review

Betterment LLC increased its Dimensional International Small Cap ETF (DFIS) stake by 2.4% in Q2 2026, buying an estimated $73.4K and bringing the position to 88,164 shares worth $3.09M. 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 14 quarters since. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Betterment LLC held 88,164 shares of Dimensional International Small Cap ETF worth $3.09M as of Q2 2026.
  • Betterment LLC bought 2,049 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $73.4K.
  • Dimensional International Small Cap ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #209 holding.
  • Betterment LLC first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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