Betterment LLC
QDF icon

Betterment LLC’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Betterment LLC’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Sell
2,628
-2
-0.1% -$163 ﹤0.01% 604
2025
Q4 		$213K Buy
2,630
+2
+0.1% +$160 ﹤0.01% 543
2025
Q3 		$209K Buy
+2,628
New +$201K ﹤0.01% 513

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC's QDF Position: Q1 2026 in Review

Betterment LLC reduced its FlexShares Quality Dividend Index Fund (QDF) stake by 0.08% in Q1 2026, selling an estimated $163 and leaving 2,628 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Betterment LLC first reported a position in QDF in Q3 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 176 funds tracked by Wall St. Rank hold QDF as of Q1 2026.

  • Betterment LLC held 2,628 shares of FlexShares Quality Dividend Index Fund worth $208K as of Q1 2026.
  • Betterment LLC sold 2 FlexShares Quality Dividend Index Fund shares in Q1 2026, an estimated $163.
  • FlexShares Quality Dividend Index Fund made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #604 holding.
  • Betterment LLC first reported a position in FlexShares Quality Dividend Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Betterment LLC's FlexShares Quality Dividend Index Fund position peaked at $213K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2026.

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