Betterment LLC’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Betterment LLC’s Portfolio DFSI Stock Details DFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.98M	Sell	110,457 -4,396	-4%	-$198K	0.01%	176
2026 Q1	$4.87M	Buy	114,853 +1,301	+1%	+$57.6K	0.01%	176
2025 Q4	$4.87M	Buy	113,552 +18,470	+19%	+$769K	0.01%	168
2025 Q3	$3.89M	Buy	95,082 +31,107	+49%	+$1.25M	0.01%	172
2025 Q2	$2.52M	Buy	63,975 +11,773	+23%	+$437K	0.01%	196
2025 Q1	$1.82M	Buy	52,202 +12,358	+31%	+$429K	﹤0.01%	210
2024 Q4	$1.31M	Buy	39,844 +20,068	+101%	+$683K	﹤0.01%	233
2024 Q3	$707K	Buy	19,776 +7,365	+59%	+$252K	﹤0.01%	271
2024 Q2	$409K	Buy	+12,411	New	+$413K	﹤0.01%	309

Other funds holding DFSI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

QFA

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

Francis Financial $610M AUM 16.1% 1-Year Est. Return

AWP

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

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Betterment LLC's DFSI Position: Q2 2026 in Review

Betterment LLC reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.8% in Q2 2026, selling an estimated $198K and leaving 110,457 shares worth $4.98M. The position accounts for 0.01% of the portfolio, ranked #176.

Betterment LLC first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Betterment LLC held 110,457 shares of Dimensional International Sustainability Core 1 ETF worth $4.98M as of Q2 2026.
Betterment LLC sold 4,396 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $198K.
Dimensional International Sustainability Core 1 ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #176 holding.
Betterment LLC first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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