Betterment LLC
DFVX icon

Betterment LLC’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Betterment LLC’s Portfolio DFVX Stock Details DFVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Buy
3,578
+489
+16% +$39.3K ﹤0.01% 584
2026
Q1 		$230K Buy
+3,089
New +$237K ﹤0.01% 575

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Betterment LLC's DFVX Position: Q2 2026 in Review

Betterment LLC increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 16% in Q2 2026, buying an estimated $39.3K and bringing the position to 3,578 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Betterment LLC first reported a position in DFVX in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Betterment LLC held 3,578 shares of Dimensional US Large Cap Vector ETF worth $294K as of Q2 2026.
  • Betterment LLC bought 489 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $39.3K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #584 holding.
  • Betterment LLC first reported a position in Dimensional US Large Cap Vector ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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