Betterment LLC
QVAL icon

Betterment LLC’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Betterment LLC’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,959
Closed -$367K – 452
2024
Q3 		$367K Sell
7,959
-3,151
-28% -$138K ﹤0.01% 342
2024
Q2 		$476K Sell
11,110
-1,638
-13% -$71.6K ﹤0.01% 289
2024
Q1 		$573K Sell
12,748
-2,060
-14% -$85.4K ﹤0.01% 247
2023
Q4 		$600K Buy
14,808
+116
+0.8% +$4.34K ﹤0.01% 216
2023
Q3 		$545K Buy
14,692
+167
+1% +$6.09K ﹤0.01% 210
2023
Q2 		$503K Buy
14,525
+1,021
+8% +$33.8K ﹤0.01% 201
2023
Q1 		$457K Sell
13,504
-2,383
-15% -$81.5K ﹤0.01% 204
2022
Q4 		$511K Buy
15,887
+5,926
+59% +$198K ﹤0.01% 184
2022
Q3 		$298K Hold
9,961
– – ﹤0.01% 206
2022
Q2 		$298K Buy
9,961
+3,227
+48% +$112K ﹤0.01% 206
2022
Q1 		$246K Buy
+6,734
New +$243K ﹤0.01% 212

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Betterment LLC's QVAL Position: Q4 2024 in Review

Betterment LLC sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q4 2024, closing a stake of 7,959 shares — an estimated $367K sold.

Betterment LLC first reported a position in QVAL in Q1 2022 and held it in 11 quarters. The position peaked at $600K in Q4 2023. 64 funds tracked by Wall St. Rank hold QVAL as of Q4 2024.

  • Betterment LLC reported no remaining Alpha Architect US Quantitative Value ETF position as of Q4 2024 after selling out during the quarter.
  • Betterment LLC sold 7,959 Alpha Architect US Quantitative Value ETF shares in Q4 2024, an estimated $367K.
  • Betterment LLC first reported a position in Alpha Architect US Quantitative Value ETF in Q1 2022 and held it in 11 quarters.
  • Betterment LLC's Alpha Architect US Quantitative Value ETF position peaked at $600K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q4 2024.

Based on Betterment LLC's 13F filing for Q4 2024, filed 14 Feb 2025.