Betterment LLC’s SGI Dynamic Tactical ETF DYTA Stock Holding History

Betterment LLC’s Portfolio DYTA Stock Details DYTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Sell	37,574 -671	-2%	-$20.5K	﹤0.01%	321
2026 Q1	$1.07M	Buy	38,245 +6,687	+21%	+$194K	﹤0.01%	316
2025 Q4	$921K	Buy	31,558 +4,101	+15%	+$120K	﹤0.01%	310
2025 Q3	$797K	Buy	27,457 +2,464	+10%	+$69.9K	﹤0.01%	316
2025 Q2	$701K	Sell	24,993 -5,118	-17%	-$140K	﹤0.01%	312
2025 Q1	$832K	Buy	30,111 +5,574	+23%	+$157K	﹤0.01%	276
2024 Q4	$681K	Buy	24,537 +3,351	+16%	+$104K	﹤0.01%	289
2024 Q3	$657K	Buy	21,186 +10,059	+90%	+$304K	﹤0.01%	284
2024 Q2	$334K	Buy	+11,127	New	+$323K	﹤0.01%	333

Other funds holding DYTA

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Betterment LLC's DYTA Position: Q2 2026 in Review

Betterment LLC reduced its SGI Dynamic Tactical ETF (DYTA) stake by 1.8% in Q2 2026, selling an estimated $20.5K and leaving 37,574 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Betterment LLC first reported a position in DYTA in Q2 2024 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold DYTA as of Q2 2026.

Betterment LLC held 37,574 shares of SGI Dynamic Tactical ETF worth $1.19M as of Q2 2026.
Betterment LLC sold 671 SGI Dynamic Tactical ETF shares in Q2 2026, an estimated $20.5K.
SGI Dynamic Tactical ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #321 holding.
Betterment LLC first reported a position in SGI Dynamic Tactical ETF in Q2 2024 and has held it in 9 quarters since.
6 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q2 2026.

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