Betterment LLC’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
212,187
-6,532
| -3% | -$314K | 0.02% | 120 |
|
|
2025
Q1 | $10.4M | Buy |
218,719
+6,880
| +3% | +$327K | 0.02% | 111 |
|
|
2024
Q4 | $9.93M | Buy |
211,839
+7,693
| +4% | +$361K | 0.02% | 111 |
|
|
2024
Q3 | $9.75M | Buy |
204,146
+12,563
| +7% | +$600K | 0.02% | 100 |
|
|
2024
Q2 | $9M | Buy |
191,583
+31,194
| +19% | +$1.47M | 0.02% | 96 |
|
|
2024
Q1 | $7.55M | Buy |
160,389
+82,857
| +107% | +$3.9M | 0.02% | 90 |
|
|
2023
Q4 | $3.65M | Buy |
77,532
+15,110
| +24% | +$710K | 0.01% | 104 |
|
|
2023
Q3 | $2.9M | Buy |
62,422
+17,595
| +39% | +$816K | 0.01% | 104 |
|
|
2023
Q2 | $2.08M | Buy |
44,827
+19,216
| +75% | +$891K | 0.01% | 117 |
|
|
2023
Q1 | $1.2M | Buy |
25,611
+16,684
| +187% | +$778K | ﹤0.01% | 140 |
|
|
2022
Q4 | $411K | Buy |
+8,927
| New | +$411K | ﹤0.01% | 204 |
|