Betterment LLC
DFLV icon

Betterment LLC’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Betterment LLC’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.4M Buy
843,473
+32,303
+4% +$1.24M 0.06% 87
2026
Q1 		$29M Buy
811,170
+70,492
+10% +$2.54M 0.05% 86
2025
Q4 		$25.3M Buy
740,678
+67,135
+10% +$2.24M 0.05% 89
2025
Q3 		$22.2M Buy
673,543
+69,719
+12% +$2.23M 0.04% 94
2025
Q2 		$18.7M Buy
603,824
+102,515
+20% +$3.04M 0.04% 94
2025
Q1 		$15.3M Buy
501,309
+63,379
+14% +$1.96M 0.04% 91
2024
Q4 		$13.2M Buy
437,930
+74,835
+21% +$2.34M 0.03% 91
2024
Q3 		$11.2M Buy
363,095
+117,490
+48% +$3.5M 0.03% 95
2024
Q2 		$7.1M Buy
245,605
+23,722
+11% +$690K 0.02% 106
2024
Q1 		$6.65M Buy
221,883
+194,425
+708% +$5.42M 0.02% 96
2023
Q4 		$743K Buy
27,458
+17,120
+166% +$431K ﹤0.01% 200
2023
Q3 		$256K Buy
+10,338
New +$265K ﹤0.01% 274

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC's DFLV Position: Q2 2026 in Review

Betterment LLC increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4% in Q2 2026, buying an estimated $1.24M and bringing the position to 843,473 shares worth $33.4M. The position accounts for 0.06% of the portfolio, ranked #87.

Betterment LLC first reported a position in DFLV in Q3 2023 and has held it in 12 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Betterment LLC held 843,473 shares of Dimensional US Large Cap Value ETF worth $33.4M as of Q2 2026.
  • Betterment LLC bought 32,303 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.24M.
  • Dimensional US Large Cap Value ETF made up 0.06% of Betterment LLC's portfolio in Q2 2026, its #87 holding.
  • Betterment LLC first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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