Betterment LLC’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
399,485
+77,263
| +24% | +$2.27M | 0.03% | 112 |
|
|
2025
Q1 | $9.07M | Buy |
322,222
+204,002
| +173% | +$5.74M | 0.02% | 117 |
|
|
2024
Q4 | $3.64M | Buy |
118,220
+42,390
| +56% | +$1.3M | 0.01% | 154 |
|
|
2024
Q3 | $2.34M | Buy |
75,830
+17,248
| +29% | +$531K | 0.01% | 172 |
|
|
2024
Q2 | $1.69M | Buy |
58,582
+7,548
| +15% | +$217K | ﹤0.01% | 184 |
|
|
2024
Q1 | $1.54M | Buy |
51,034
+5,991
| +13% | +$180K | ﹤0.01% | 173 |
|
|
2023
Q4 | $1.31M | Buy |
45,043
+5,276
| +13% | +$154K | ﹤0.01% | 154 |
|
|
2023
Q3 | $1.01M | Buy |
39,767
+7,899
| +25% | +$200K | ﹤0.01% | 164 |
|
|
2023
Q2 | $819K | Sell |
31,868
-1,944
| -6% | -$50K | ﹤0.01% | 168 |
|
|
2023
Q1 | $843K | Buy |
33,812
+24,536
| +265% | +$612K | ﹤0.01% | 165 |
|
|
2022
Q4 | $230K | Buy |
+9,276
| New | +$230K | ﹤0.01% | 239 |
|