Betterment LLC’s Dimensional Global Credit ETF DGCB Stock Holding History

Betterment LLC’s Portfolio DGCB Stock Details DGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.56M	Buy	176,554 +12,580	+8%	+$686K	0.02%	139
2025 Q4	$8.89M	Buy	163,974 +19,678	+14%	+$1.08M	0.02%	133
2025 Q3	$8M	Buy	144,296 +9,009	+7%	+$493K	0.02%	136
2025 Q2	$7.34M	Buy	135,287 +14,486	+12%	+$769K	0.02%	132
2025 Q1	$6.42M	Buy	120,801 +27,993	+30%	+$1.48M	0.02%	133
2024 Q4	$4.88M	Buy	92,808 +31,701	+52%	+$1.7M	0.01%	136
2024 Q3	$3.35M	Buy	61,107 +6,079	+11%	+$328K	0.01%	144
2024 Q2	$2.9M	Buy	55,028 +17,197	+45%	+$903K	0.01%	144
2024 Q1	$2M	Buy	+37,831	New	+$1.99M	0.01%	148

Other funds holding DGCB

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $757M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $556M AUM

TWC

Tencap Wealth Coaching South Jordan, Utah $266M AUM

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Betterment LLC's DGCB Position: Q1 2026 in Review

Betterment LLC increased its Dimensional Global Credit ETF (DGCB) stake by 7.7% in Q1 2026, buying an estimated $686K and bringing the position to 176,554 shares worth $9.56M. The position accounts for 0.02% of the portfolio, ranked #139.

Betterment LLC first reported a position in DGCB in Q1 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

Betterment LLC held 176,554 shares of Dimensional Global Credit ETF worth $9.56M as of Q1 2026.
Betterment LLC bought 12,580 Dimensional Global Credit ETF shares in Q1 2026, an estimated $686K.
Dimensional Global Credit ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #139 holding.
Betterment LLC first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

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