Betterment LLC Dimensional ETF Tr Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Betterment LLC holds 104,013 shares of DFIV stock, worth $4.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

104,013

Previous 112,204 7.3%

Holding current value

$4.4 Million

Previous $3.98 Million 2.89%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$35.33 - $40.77 $289,388 - $333,947	-8,191 Reduced 7.3%	104,013 $4.09 Million
Q4 2024 Feb 14, 2025	BUY	$34.86 - $37.97 $196,959 - $214,530	5,650 Added 5.3%	112,204 $3.98 Million
Q3 2024 Nov 14, 2024	SELL	$34.66 - $38.38 $479,590 - $531,064	-13,837 Reduced 11.49%	106,554 $4.06 Million
Q2 2024 Aug 14, 2024	BUY	$35.5 - $38.02 $657,708 - $704,396	18,527 Added 18.19%	120,391 $4.33 Million
Q1 2024 May 10, 2024	BUY	$33.15 - $36.75 $921,139 - $1.02 Million	27,787 Added 37.51%	101,864 $3.74 Million
Q4 2023 Feb 09, 2024	BUY	$30.86 - $34.46 $996,963 - $1.11 Million	32,306 Added 77.34%	74,077 $2.55 Million
Q3 2023 Nov 09, 2023	BUY	$32.1 - $34.42 $688,641 - $738,412	21,453 Added 105.59%	41,771 $1.36 Million
Q2 2023 Aug 07, 2023	BUY	$31.45 - $33.77 $183,668 - $197,216	5,840 Added 40.34%	20,318 $667,000
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $218,791 - $240,002	7,190 Added 98.66%	14,478 $467,000
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $188,613 - $226,656	7,288 New	7,288 $222,000

Others Institutions Holding DFIV

# of Institutions

687

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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