Betterment LLC Dimensional ETF Tr Dimensional Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Betterment LLC holds 103,649 shares of DFIS stock, worth $2.71 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

103,649

Previous 92,718 11.79%

Holding current value

$2.71 Million

Previous $2.49 Million 2.33%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$24.25 - $26.7 $265,076 - $291,857	10,931 Added 11.79%	103,649 $2.55 Million
Q3 2024 Nov 14, 2024	BUY	$24.06 - $26.97 $197,628 - $221,531	8,214 Added 9.72%	92,718 $2.49 Million
Q2 2024 Aug 14, 2024	BUY	$24.08 - $25.86 $193,675 - $207,991	8,043 Added 10.52%	84,504 $2.08 Million
Q1 2024 May 10, 2024	BUY	$23.13 - $25.1 $302,702 - $328,483	13,087 Added 20.65%	76,461 $1.92 Million
Q4 2023 Feb 09, 2024	BUY	$20.55 - $24.23 $255,826 - $301,639	12,449 Added 24.45%	63,374 $1.53 Million
Q3 2023 Nov 09, 2023	BUY	$21.81 - $23.89 $307,979 - $337,350	14,121 Added 38.37%	50,925 $1.12 Million
Q2 2023 Aug 07, 2023	BUY	$22.26 - $23.55 $388,169 - $410,664	17,438 Added 90.04%	36,804 $840,000
Q1 2023 May 15, 2023	BUY	$21.65 - $23.87 $419,273 - $462,266	19,366 New	19,366 $445,000

Others Institutions Holding DFIS

# of Institutions

235

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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