Betterment LLC
DFSI

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return