Betterment LLC Dimensional ETF Tr Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Betterment LLC holds 249,160 shares of DFAX stock, worth $6.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

249,160

Previous 239,742 3.93%

Holding current value

$6.17 Million

Previous $6.09 Million 10.42%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$24.29 - $27.25 $228,763 - $256,640	9,418 Added 3.93%	249,160 $6.73 Million
Q2 2024 Aug 14, 2024	BUY	$24.57 - $26.36 $712,284 - $764,176	28,990 Added 13.76%	239,742 $6.09 Million
Q1 2024 May 10, 2024	BUY	$23.42 - $25.45 $23,864 - $25,933	1,019 Added 0.49%	210,752 $5.36 Million
Q4 2023 Feb 09, 2024	SELL	$21.44 - $24.42 $349,772 - $398,387	-16,314 Reduced 7.22%	209,733 $5.12 Million
Q3 2023 Nov 09, 2023	SELL	$22.41 - $24.35 $356,408 - $387,262	-15,904 Reduced 6.57%	226,047 $5.09 Million
Q2 2023 Aug 07, 2023	SELL	$22.56 - $24.03 $945,737 - $1.01 Million	-41,921 Reduced 14.77%	241,951 $5.64 Million
Q1 2023 May 15, 2023	BUY	$21.74 - $23.72 $211,812 - $231,103	9,743 Added 3.55%	283,872 $6.55 Million
Q4 2022 Feb 13, 2023	SELL	$18.81 - $22.36 $532,887 - $633,458	-28,330 Reduced 9.37%	274,129 $5.92 Million
Q2 2022 Aug 10, 2022	BUY	$21.22 - $25.37 $1.06 Million - $1.27 Million	49,965 Added 19.79%	302,459 $6.49 Million
Q1 2022 May 16, 2022	BUY	$23.26 - $26.72 $1.74 Million - $2 Million	74,780 Added 42.08%	252,494 $6.3 Million
Q4 2021 Feb 15, 2022	BUY	$25.17 - $26.82 $946,945 - $1.01 Million	37,622 Added 26.86%	177,714 $4.64 Million
Q3 2021 Nov 15, 2021	BUY	$25.83 - $27.21 $3.62 Million - $3.81 Million	140,092 New	140,092 $3.63 Million

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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