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 Q1	$230K	Buy	+3,089	New	+$237K	﹤0.01%	575

Other funds holding DFVX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

ELM

Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

USWIA

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

Betterment LLC's DFVX Position: Q1 2026 in Review

Betterment LLC opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q1 2026: 3,089 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings.

41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

Betterment LLC held 3,089 shares of Dimensional US Large Cap Vector ETF worth $230K as of Q1 2026.
Dimensional US Large Cap Vector ETF was a new Betterment LLC position in Q1 2026.
Dimensional US Large Cap Vector ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #575 holding.
41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.