Betterment LLC Dimensional ETF Tr Dimensional Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Betterment LLC holds 14,596 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,596

Previous 3,944 270.08%

Holding current value

Previous $202,000 100.0%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	N/A	10,652 Added 270.08%	14,596 $0
Q2 2024 Aug 14, 2024	BUY	N/A	3,944 New	3,944 $202,000

Others Institutions Holding DFSB

# of Institutions

Shares Held

3.48M

Call Options Held

Put Options Held

Abacus Wealth Partners, LLC Santa Monica, CA

1.93M
Shares

$0
15.4% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

356K
Shares

$0
0.0% of portfolio
Rfg Advisory, LLC Birmingham, AL

230K
Shares

$0
0.0% of portfolio
Sei Investments CO Oaks, PA

120K
Shares

$0
0.0% of portfolio
Ci Private Wealth, LLC Miami, FL

103K
Shares

$0
0.0% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSB

More about DFSB

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