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
2026 Q2	$1.06M	Buy	13,977 +5,725	+69%	+$422K	﹤0.01%	336
2026 Q1	$579K	Buy	8,252 +1,036	+14%	+$74.3K	﹤0.01%	408
2025 Q4	$501K	Buy	7,216 +1,735	+32%	+$119K	﹤0.01%	405
2025 Q3	$373K	Buy	5,481 +4	+0.1%	+$264	﹤0.01%	428
2025 Q2	$350K	Sell	5,477 -987	-15%	-$60.2K	﹤0.01%	408
2025 Q1	$399K	Buy	6,464 +1,377	+27%	+$86.3K	﹤0.01%	365
2024 Q4	$312K	Sell	5,087 -721	-12%	-$45.5K	﹤0.01%	379
2024 Q3	$364K	Sell	5,808 -2,816	-33%	-$170K	﹤0.01%	344
2024 Q2	$497K	Buy	8,624 +775	+10%	+$44.3K	﹤0.01%	286
2024 Q1	$456K	Buy	7,849 +18	+0.2%	+$999	﹤0.01%	269
2023 Q4	$421K	Sell	7,831 -932	-11%	-$47.3K	﹤0.01%	242
2023 Q3	$434K	Buy	8,763 +628	+8%	+$32.5K	﹤0.01%	224
2023 Q2	$419K	Buy	+8,135	New	+$409K	﹤0.01%	210
2023 Q1	–	Sell	-5,277	Closed	-$264K	–	268
2022 Q4	$264K	Buy	+5,277	New	+$259K	﹤0.01%	231

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Betterment LLC's DGRO Position: Q2 2026 in Review

Betterment LLC increased its iShares Core Dividend Growth ETF (DGRO) stake by 69% in Q2 2026, buying an estimated $422K and bringing the position to 13,977 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Betterment LLC first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Betterment LLC held 13,977 shares of iShares Core Dividend Growth ETF worth $1.06M as of Q2 2026.
Betterment LLC bought 5,725 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $422K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #336 holding.
Betterment LLC first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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