Betterment LLC
FDV icon

Betterment LLC’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Betterment LLC’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Buy
7,874
+208
+3% +$6.49K ﹤0.01% 621
2026
Q1 		$236K Buy
7,666
+255
+3% +$7.82K ﹤0.01% 570
2025
Q4 		$212K Buy
+7,411
New +$212K ﹤0.01% 544

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Raymond James Financial
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NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Betterment LLC's FDV Position: Q2 2026 in Review

Betterment LLC increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 2.7% in Q2 2026, buying an estimated $6.49K and bringing the position to 7,874 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Betterment LLC first reported a position in FDV in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Betterment LLC held 7,874 shares of Federated Hermes US Strategic Dividend ETF worth $247K as of Q2 2026.
  • Betterment LLC bought 208 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $6.49K.
  • Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #621 holding.
  • Betterment LLC first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

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