A detailed history of Betterment LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Betterment LLC holds 120,391 shares of DFIV stock, worth $4.42 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
120,391
Previous 101,864 18.19%
Holding current value
$4.42 Million
Previous $3.74 Million 15.6%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Betterment LLC Portfolio

Follow Betterment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.