Betterment LLC
DFSE

Betterment LLC’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Betterment LLC’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
28,191
-2,711
-9% -$130K ﹤0.01% 304
2026
Q1 		$1.31M Buy
30,902
+1,027
+3% +$45.1K ﹤0.01% 287
2025
Q4 		$1.24M Buy
29,875
+4,378
+17% +$181K ﹤0.01% 282
2025
Q3 		$1.05M Buy
25,497
+9,414
+59% +$372K ﹤0.01% 288
2025
Q2 		$612K Sell
16,083
-4,736
-23% -$166K ﹤0.01% 327
2025
Q1 		$701K Buy
20,819
+3,205
+18% +$109K ﹤0.01% 299
2024
Q4 		$584K Buy
17,614
+7,094
+67% +$244K ﹤0.01% 306
2024
Q3 		$373K Buy
+10,520
New +$356K ﹤0.01% 340

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC's DFSE Position: Q2 2026 in Review

Betterment LLC reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 8.8% in Q2 2026, selling an estimated $130K and leaving 28,191 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Betterment LLC first reported a position in DFSE in Q3 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Betterment LLC held 28,191 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.38M as of Q2 2026.
  • Betterment LLC sold 2,711 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $130K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #304 holding.
  • Betterment LLC first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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