Betterment LLC
DFSD

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
Q2 		$11.8M Buy
247,116
+16,809
+7% +$805K 0.02% 127
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's DFSD Position: Q2 2026 in Review

Betterment LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.3% in Q2 2026, buying an estimated $805K and bringing the position to 247,116 shares worth $11.8M. The position accounts for 0.02% of the portfolio, ranked #127.

Betterment LLC first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Betterment LLC held 247,116 shares of Dimensional Short-Duration Fixed Income ETF worth $11.8M as of Q2 2026.
  • Betterment LLC bought 16,809 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $805K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #127 holding.
  • Betterment LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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