Betterment LLC Dimensional ETF Tr U S Equity Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Betterment LLC holds 98,075 shares of DFUS stock, worth $6.75 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

98,075

Previous 100,896 2.8%

Holding current value

$6.75 Million

Previous $6.44 Million 7.83%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$59.61 - $66.71 $168,159 - $188,188	-2,821 Reduced 2.8%	98,075 $5.93 Million
Q4 2024 Feb 14, 2025	SELL	$61.52 - $66.5 $1.82 Million - $1.96 Million	-29,510 Reduced 22.63%	100,896 $6.44 Million
Q3 2024 Nov 14, 2024	BUY	$56.04 - $62.2 $768,700 - $853,197	13,717 Added 11.76%	130,406 $8.11 Million
Q2 2024 Aug 14, 2024	BUY	$53.83 - $59.14 $2.94 Million - $3.23 Million	54,612 Added 87.97%	116,689 $6.87 Million
Q1 2024 May 10, 2024	BUY	$50.79 - $56.98 $667,736 - $749,116	13,147 Added 26.87%	62,077 $3.54 Million
Q4 2023 Feb 09, 2024	BUY	$44.51 - $52.0 $1.19 Million - $1.39 Million	26,656 Added 119.67%	48,930 $2.54 Million
Q3 2023 Nov 09, 2023	BUY	$46.29 - $49.87 $272,648 - $293,734	5,890 Added 35.95%	22,274 $1.04 Million
Q2 2023 Aug 07, 2023	SELL	$43.77 - $48.16 $190,399 - $209,495	-4,350 Reduced 20.98%	16,384 $789,000
Q1 2023 May 15, 2023	SELL	$41.24 - $45.43 $52,498 - $57,832	-1,273 Reduced 5.78%	20,734 $921,000
Q4 2022 Feb 13, 2023	SELL	$38.86 - $44.32 $881,461 - $1.01 Million	-22,683 Reduced 50.76%	22,007 $916,000
Q2 2022 Aug 10, 2022	SELL	$39.62 - $49.51 $1.09 Million - $1.36 Million	-27,548 Reduced 38.14%	44,690 $1.82 Million
Q1 2022 May 16, 2022	BUY	$45.16 - $52.01 $867,478 - $999,060	19,209 Added 36.22%	72,238 $3.54 Million
Q4 2021 Feb 15, 2022	BUY	$47.05 - $51.98 $509,974 - $563,411	10,839 Added 25.69%	53,029 $2.74 Million
Q3 2021 Nov 15, 2021	BUY	$46.48 - $49.7 $1.41 Million - $1.51 Million	30,326 Added 255.61%	42,190 $1.99 Million
Q2 2021 Aug 10, 2021	BUY	$45.75 - $47.12 $542,778 - $559,031	11,864 New	11,864 $559,000

Others Institutions Holding DFUS

# of Institutions

782

Shares Held

195M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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