Betterment LLC
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Betterment LLC’s Dimensional International Value ETF DFIV Stock Holding History

Betterment LLC’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.35M Buy
99,071
+3,004
+3% +$165K 0.01% 171
2026
Q1 		$5.07M Sell
96,067
-1,453
-1% -$77K 0.01% 171
2025
Q4 		$4.87M Sell
97,520
-8,446
-8% -$401K 0.01% 167
2025
Q3 		$4.89M Sell
105,966
-2,410
-2% -$108K 0.01% 157
2025
Q2 		$4.64M Buy
108,376
+4,363
+4% +$178K 0.01% 160
2025
Q1 		$4.09M Sell
104,013
-8,191
-7% -$313K 0.01% 157
2024
Q4 		$3.98M Buy
112,204
+5,650
+5% +$207K 0.01% 149
2024
Q3 		$4.06M Sell
106,554
-13,837
-11% -$512K 0.01% 137
2024
Q2 		$4.33M Buy
120,391
+18,527
+18% +$682K 0.01% 123
2024
Q1 		$3.74M Buy
101,864
+27,787
+38% +$963K 0.01% 111
2023
Q4 		$2.54M Buy
74,077
+32,306
+77% +$1.05M 0.01% 119
2023
Q3 		$1.36M Buy
41,771
+21,453
+106% +$715K ﹤0.01% 138
2023
Q2 		$667K Buy
20,318
+5,840
+40% +$192K ﹤0.01% 179
2023
Q1 		$467K Buy
14,478
+7,190
+99% +$232K ﹤0.01% 202
2022
Q4 		$222K Buy
+7,288
New +$212K ﹤0.01% 242

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Betterment LLC's DFIV Position: Q2 2026 in Review

Betterment LLC increased its Dimensional International Value ETF (DFIV) stake by 3.1% in Q2 2026, buying an estimated $165K and bringing the position to 99,071 shares worth $5.35M. The position accounts for 0.01% of the portfolio, ranked #171.

Betterment LLC first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Betterment LLC held 99,071 shares of Dimensional International Value ETF worth $5.35M as of Q2 2026.
  • Betterment LLC bought 3,004 Dimensional International Value ETF shares in Q2 2026, an estimated $165K.
  • Dimensional International Value ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #171 holding.
  • Betterment LLC first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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