Betterment LLC
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Betterment LLC's DYTA Position: Q1 2026 in Review

Betterment LLC increased its SGI Dynamic Tactical ETF (DYTA) stake by 21% in Q1 2026, buying an estimated $194K and bringing the position to 38,245 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Betterment LLC first reported a position in DYTA in Q2 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold DYTA as of Q1 2026.

  • Betterment LLC held 38,245 shares of SGI Dynamic Tactical ETF worth $1.07M as of Q1 2026.
  • Betterment LLC bought 6,687 SGI Dynamic Tactical ETF shares in Q1 2026, an estimated $194K.
  • SGI Dynamic Tactical ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #316 holding.
  • Betterment LLC first reported a position in SGI Dynamic Tactical ETF in Q2 2024 and has held it in 8 quarters since.
  • 6 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q1 2026.

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