Betterment LLC’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Betterment LLC’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Buy	58,449 +80	+0.1%	+$4.16K	0.01%	211
2026 Q1	$3.02M	Buy	58,369 +3,193	+6%	+$166K	0.01%	208
2025 Q4	$2.86M	Buy	55,176 +12,978	+31%	+$685K	0.01%	202
2025 Q3	$2.25M	Buy	42,198 +12,836	+44%	+$676K	﹤0.01%	212
2025 Q2	$1.54M	Sell	29,362 -704	-2%	-$36.3K	﹤0.01%	234
2025 Q1	$1.55M	Buy	30,066 +578	+2%	+$29.6K	﹤0.01%	223
2024 Q4	$1.5M	Buy	29,488 +14,892	+102%	+$776K	﹤0.01%	224
2024 Q3	$776K	Buy	14,596 +10,652	+270%	+$557K	﹤0.01%	262
2024 Q2	$202K	Buy	+3,944	New	+$201K	﹤0.01%	388

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Betterment LLC's DFSB Position: Q2 2026 in Review

Betterment LLC increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.14% in Q2 2026, buying an estimated $4.16K and bringing the position to 58,449 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #211.

Betterment LLC first reported a position in DFSB in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Betterment LLC held 58,449 shares of Dimensional Global Sustainability Fixed Income ETF worth $3.05M as of Q2 2026.
Betterment LLC bought 80 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $4.16K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #211 holding.
Betterment LLC first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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