Betterment LLC
DFSU

Betterment LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Betterment LLC’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Sell
246,132
-15,595
-6% -$705K 0.02% 131
2026
Q1 		$10.8M Buy
261,727
+8,608
+3% +$372K 0.02% 132
2025
Q4 		$11M Buy
253,119
+30,575
+14% +$1.31M 0.02% 128
2025
Q3 		$9.45M Buy
222,544
+60,242
+37% +$2.46M 0.02% 129
2025
Q2 		$6.37M Buy
162,302
+53,183
+49% +$1.94M 0.01% 142
2025
Q1 		$3.91M Buy
109,119
+25,797
+31% +$980K 0.01% 161
2024
Q4 		$3.16M Buy
83,322
+36,069
+76% +$1.38M 0.01% 164
2024
Q3 		$1.76M Buy
47,253
+23,575
+100% +$842K ﹤0.01% 197
2024
Q2 		$825K Buy
23,678
+13,379
+130% +$453K ﹤0.01% 238
2024
Q1 		$354K Buy
+10,299
New +$335K ﹤0.01% 292

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Betterment LLC's DFSU Position: Q2 2026 in Review

Betterment LLC reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 6% in Q2 2026, selling an estimated $705K and leaving 246,132 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #131.

Betterment LLC first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Betterment LLC held 246,132 shares of Dimensional US Sustainability Core 1 ETF worth $11.5M as of Q2 2026.
  • Betterment LLC sold 15,595 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $705K.
  • Dimensional US Sustainability Core 1 ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #131 holding.
  • Betterment LLC first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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