Betterment LLC’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
603,824
+102,515
| +20% | +$3.18M | 0.04% | 94 |
|
|
2025
Q1 | $15.3M | Buy |
501,309
+63,379
| +14% | +$1.94M | 0.04% | 91 |
|
|
2024
Q4 | $13.2M | Buy |
437,930
+74,835
| +21% | +$2.25M | 0.03% | 91 |
|
|
2024
Q3 | $11.2M | Buy |
363,095
+117,490
| +48% | +$3.62M | 0.03% | 95 |
|
|
2024
Q2 | $7.1M | Buy |
245,605
+23,722
| +11% | +$686K | 0.02% | 106 |
|
|
2024
Q1 | $6.65M | Buy |
221,883
+194,425
| +708% | +$5.83M | 0.02% | 96 |
|
|
2023
Q4 | $743K | Buy |
27,458
+17,120
| +166% | +$463K | ﹤0.01% | 200 |
|
|
2023
Q3 | $256K | Buy |
+10,338
| New | +$256K | ﹤0.01% | 274 |
|