Betterment LLC
DFUV icon

Betterment LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Betterment LLC’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$892K Sell
16,214
-492
-3% -$25.8K ﹤0.01% 373
2026
Q1 		$810K Buy
16,706
+612
+4% +$30K ﹤0.01% 355
2025
Q4 		$750K Sell
16,094
-795
-5% -$36.1K ﹤0.01% 341
2025
Q3 		$755K Sell
16,889
-152
-0.9% -$6.62K ﹤0.01% 323
2025
Q2 		$720K Buy
17,041
+7,944
+87% +$319K ﹤0.01% 308
2025
Q1 		$375K Buy
9,097
+369
+4% +$15.5K ﹤0.01% 371
2024
Q4 		$357K Buy
8,728
+2,483
+40% +$105K ﹤0.01% 361
2024
Q3 		$260K Buy
6,245
+738
+13% +$29.8K ﹤0.01% 393
2024
Q2 		$216K Buy
+5,507
New +$218K ﹤0.01% 385
2023
Q4 		– Sell
-10,421
Closed -$355K – 314
2023
Q3 		$355K Buy
10,421
+1,664
+19% +$58.3K ﹤0.01% 247
2023
Q2 		$302K Buy
8,757
+1,625
+23% +$54.3K ﹤0.01% 246
2023
Q1 		$239K Buy
+7,132
New +$244K ﹤0.01% 248

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Betterment LLC's DFUV Position: Q2 2026 in Review

Betterment LLC reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.9% in Q2 2026, selling an estimated $25.8K and leaving 16,214 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Betterment LLC first reported a position in DFUV in Q1 2023 and has held it in 12 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Betterment LLC held 16,214 shares of Dimensional US Marketwide Value ETF worth $892K as of Q2 2026.
  • Betterment LLC sold 492 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $25.8K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #373 holding.
  • Betterment LLC first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 12 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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