Betterment LLC
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Betterment LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Betterment LLC’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Sell
2025
Q1 		$399K Buy
2024
Q4 		$312K Sell
2024
Q3 		$364K Sell
2024
Q2 		$497K Buy
2024
Q1 		$456K Buy
2023
Q4 		$421K Sell
2023
Q3 		$434K Buy
2023
Q2 		$419K Buy
2023
Q1 		– Sell
2022
Q4 		$264K Buy