Betterment LLC’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Betterment LLC’s Portfolio DISV Stock Details DISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2M	Buy	403,545 +27,548	+7%	+$1.14M	0.03%	112
2026 Q1	$14.8M	Buy	375,997 +14,309	+4%	+$579K	0.03%	114
2025 Q4	$13.7M	Buy	361,688 +19,865	+6%	+$720K	0.03%	119
2025 Q3	$12.2M	Buy	341,823 +26,353	+8%	+$903K	0.02%	118
2025 Q2	$10.4M	Buy	315,470 +19,647	+7%	+$605K	0.02%	119
2025 Q1	$8.61M	Buy	295,823 +147,628	+100%	+$4.16M	0.02%	123
2024 Q4	$3.94M	Buy	148,195 +54,007	+57%	+$1.48M	0.01%	150
2024 Q3	$2.74M	Buy	94,188 +66,416	+239%	+$1.85M	0.01%	155
2024 Q2	$747K	Buy	27,772 +4,842	+21%	+$133K	﹤0.01%	249
2024 Q1	$623K	Buy	22,930 +4,121	+22%	+$106K	﹤0.01%	240
2023 Q4	$485K	Buy	18,809 +3,245	+21%	+$78K	﹤0.01%	232
2023 Q3	$370K	Buy	15,564 +4,159	+36%	+$101K	﹤0.01%	240
2023 Q2	$270K	Buy	11,405 +487	+4%	+$11.7K	﹤0.01%	258
2023 Q1	$260K	Buy	+10,918	New	+$259K	﹤0.01%	240

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Betterment LLC's DISV Position: Q2 2026 in Review

Betterment LLC increased its Dimensional International Small Cap Value ETF (DISV) stake by 7.3% in Q2 2026, buying an estimated $1.14M and bringing the position to 403,545 shares worth $16.2M. The position accounts for 0.03% of the portfolio, ranked #112.

Betterment LLC first reported a position in DISV in Q1 2023 and has held it in 14 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Betterment LLC held 403,545 shares of Dimensional International Small Cap Value ETF worth $16.2M as of Q2 2026.
Betterment LLC bought 27,548 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.14M.
Dimensional International Small Cap Value ETF made up 0.03% of Betterment LLC's portfolio in Q2 2026, its #112 holding.
Betterment LLC first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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