Betterment LLC
DFUS

Betterment LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Betterment LLC’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Buy
204,580
+12,231
+6% +$967K 0.03% 111
2026
Q1 		$13.6M Buy
192,349
+2,851
+2% +$211K 0.03% 122
2025
Q4 		$14.1M Buy
189,498
+6,569
+4% +$483K 0.03% 116
2025
Q3 		$13.3M Buy
182,929
+23,710
+15% +$1.65M 0.03% 112
2025
Q2 		$10.7M Buy
159,219
+61,144
+62% +$3.79M 0.02% 118
2025
Q1 		$5.93M Sell
98,075
-2,821
-3% -$180K 0.01% 138
2024
Q4 		$6.43M Sell
100,896
-29,510
-23% -$1.89M 0.02% 130
2024
Q3 		$8.11M Buy
130,406
+13,717
+12% +$821K 0.02% 113
2024
Q2 		$6.87M Buy
116,689
+54,612
+88% +$3.1M 0.02% 108
2024
Q1 		$3.54M Buy
62,077
+13,147
+27% +$712K 0.01% 114
2023
Q4 		$2.54M Buy
48,930
+26,656
+120% +$1.29M 0.01% 120
2023
Q3 		$1.04M Buy
22,274
+5,890
+36% +$285K ﹤0.01% 158
2023
Q2 		$789K Sell
16,384
-4,350
-21% -$198K ﹤0.01% 170
2023
Q1 		$921K Sell
20,734
-1,273
-6% -$55.3K ﹤0.01% 156
2022
Q4 		$916K Sell
22,007
-22,683
-51% -$948K ﹤0.01% 152
2022
Q3 		$1.82M Hold
44,690
– – 0.01% 122
2022
Q2 		$1.82M Sell
44,690
-27,548
-38% -$1.22M 0.01% 122
2022
Q1 		$3.54M Buy
72,238
+19,209
+36% +$929K 0.01% 98
2021
Q4 		$2.74M Buy
53,029
+10,839
+26% +$545K 0.01% 108
2021
Q3 		$1.99M Buy
42,190
+30,326
+256% +$1.47M 0.01% 113
2021
Q2 		$559K Buy
+11,864
New +$553K ﹤0.01% 139

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Betterment LLC's DFUS Position: Q2 2026 in Review

Betterment LLC increased its Dimensional US Equity ETF (DFUS) stake by 6.4% in Q2 2026, buying an estimated $967K and bringing the position to 204,580 shares worth $16.8M. The position accounts for 0.03% of the portfolio, ranked #111.

Betterment LLC first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Betterment LLC held 204,580 shares of Dimensional US Equity ETF worth $16.8M as of Q2 2026.
  • Betterment LLC bought 12,231 Dimensional US Equity ETF shares in Q2 2026, an estimated $967K.
  • Dimensional US Equity ETF made up 0.03% of Betterment LLC's portfolio in Q2 2026, its #111 holding.
  • Betterment LLC first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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