Betterment LLC’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Betterment LLC’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11M	Buy	230,307 +11,824	+5%	+$569K	0.02%	131
2025 Q4	$10.5M	Buy	218,483 +4,289	+2%	+$207K	0.02%	130
2025 Q3	$10.3M	Buy	214,194 +2,007	+0.9%	+$96.6K	0.02%	127
2025 Q2	$10.2M	Sell	212,187 -6,532	-3%	-$311K	0.02%	120
2025 Q1	$10.4M	Buy	218,719 +6,880	+3%	+$325K	0.02%	111
2024 Q4	$9.93M	Buy	211,839 +7,693	+4%	+$364K	0.02%	111
2024 Q3	$9.75M	Buy	204,146 +12,563	+7%	+$596K	0.02%	100
2024 Q2	$9M	Buy	191,583 +31,194	+19%	+$1.46M	0.02%	96
2024 Q1	$7.54M	Buy	160,389 +82,857	+107%	+$3.89M	0.02%	90
2023 Q4	$3.65M	Buy	77,532 +15,110	+24%	+$704K	0.01%	104
2023 Q3	$2.9M	Buy	62,422 +17,595	+39%	+$818K	0.01%	104
2023 Q2	$2.08M	Buy	44,827 +19,216	+75%	+$895K	0.01%	117
2023 Q1	$1.2M	Buy	25,611 +16,684	+187%	+$775K	﹤0.01%	140
2022 Q4	$411K	Buy	+8,927	New	+$410K	﹤0.01%	204

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Betterment LLC's DFSD Position: Q1 2026 in Review

Betterment LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.4% in Q1 2026, buying an estimated $569K and bringing the position to 230,307 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #131.

Betterment LLC first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Betterment LLC held 230,307 shares of Dimensional Short-Duration Fixed Income ETF worth $11M as of Q1 2026.
Betterment LLC bought 11,824 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $569K.
Dimensional Short-Duration Fixed Income ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #131 holding.
Betterment LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.