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 118,220 shares of DFSV stock, worth $3.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

118,220

Previous 75,830 55.9%

Holding current value

$3.55 Million

Previous $2.34 Million 55.8%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$30.18 - $33.87 $1.28 Million - $1.44 Million	42,390 Added 55.9%	118,220 $3.64 Million
Q3 2024 Nov 14, 2024	BUY	$28.25 - $31.7 $487,256 - $546,761	17,248 Added 29.44%	75,830 $2.34 Million
Q2 2024 Aug 14, 2024	BUY	$27.81 - $30.13 $209,909 - $227,421	7,548 Added 14.79%	58,582 $1.69 Million
Q1 2024 May 10, 2024	BUY	$27.45 - $30.1 $164,452 - $180,329	5,991 Added 13.3%	51,034 $1.54 Million
Q4 2023 Feb 09, 2024	BUY	$23.61 - $29.53 $124,566 - $155,800	5,276 Added 13.27%	45,043 $1.31 Million
Q3 2023 Nov 09, 2023	BUY	$24.97 - $27.69 $197,238 - $218,723	7,899 Added 24.79%	39,767 $1.01 Million
Q2 2023 Aug 07, 2023	SELL	$23.17 - $25.7 $45,042 - $49,960	-1,944 Reduced 5.75%	31,868 $819,000
Q1 2023 May 15, 2023	BUY	$23.74 - $28.31 $582,484 - $694,614	24,536 Added 264.51%	33,812 $843,000
Q4 2022 Feb 13, 2023	BUY	$22.47 - $26.46 $208,431 - $245,442	9,276 New	9,276 $230,000

Others Institutions Holding DFSV

# of Institutions

414

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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