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 75,830 shares of DFSV stock, worth $2.53 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

75,830

Previous 58,582 29.44%

Holding current value

$2.53 Million

Previous $1.69 Million 38.49%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

339

Shares Held

95.1M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account