Betterment LLC
DISV icon

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Betterment LLC's DISV Position: Q1 2026 in Review

Betterment LLC increased its Dimensional International Small Cap Value ETF (DISV) stake by 4% in Q1 2026, buying an estimated $579K and bringing the position to 375,997 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #114.

Betterment LLC first reported a position in DISV in Q1 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Betterment LLC held 375,997 shares of Dimensional International Small Cap Value ETF worth $14.8M as of Q1 2026.
  • Betterment LLC bought 14,309 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $579K.
  • Dimensional International Small Cap Value ETF made up 0.03% of Betterment LLC's portfolio in Q1 2026, its #114 holding.
  • Betterment LLC first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

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