Betterment LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
17,041
+7,944
| +87% | +$336K | ﹤0.01% | 308 |
|
|
2025
Q1 | $375K | Buy |
9,097
+369
| +4% | +$15.2K | ﹤0.01% | 371 |
|
|
2024
Q4 | $357K | Buy |
8,728
+2,483
| +40% | +$102K | ﹤0.01% | 361 |
|
|
2024
Q3 | $260K | Buy |
6,245
+738
| +13% | +$30.7K | ﹤0.01% | 393 |
|
|
2024
Q2 | $216K | Buy |
+5,507
| New | +$216K | ﹤0.01% | 385 |
|
|
2023
Q4 | – | Sell |
-10,421
| Closed | -$355K | – | 314 |
|
|
2023
Q3 | $355K | Buy |
10,421
+1,664
| +19% | +$56.7K | ﹤0.01% | 247 |
|
|
2023
Q2 | $302K | Buy |
8,757
+1,625
| +23% | +$56K | ﹤0.01% | 246 |
|
|
2023
Q1 | $239K | Buy |
+7,132
| New | +$239K | ﹤0.01% | 248 |
|