Betterment LLC Incresed Positions in Q2 2025

Betterment LLC

  • $47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
113K
+ 12.28%
$41.1 - $42.37 $4.64M - $4.78M
1.03M $43.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
58.9K
+ 35.6%
$53.75 - $67.21 $3.17M - $3.96M
224K $14.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
61.1K
+ 62.34%
$53.65 - $67.02 $3.28M - $4.1M
159K $10.7M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
184K
+ 14.87%
$22.43 - $23.23 $4.12M - $4.27M
1.42M $33M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.23K
+ 4.04%
$216.28 - $284.39 $698K - $917K
83K $23.6M
VIG
Vanguard Dividend Appreciation

ETFs
10.6K
+ 7.94%
N/A
144K $29.4M
Dimensional Fund Advisors LP
103K
+ 20.45%
N/A
604K $18.7M
DFAX
Dimensional ETF Tr
77.9K
+ 26.44%
$23.37 - $29.39 $1.82M - $2.29M
372K $10.9M
VNQ
Vanguard Specialized Funds Van

ETFs
32.8K
+ 66.56%
$79.79 - $91.42 $2.62M - $3M
82.2K $7.32M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33.1K
+ 6.17%
$77.74 - $78.78 $2.57M - $2.61M
570K $44.9M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
52.4K
+ 8.26%
$43.65 - $45.44 $2.29M - $2.38M
687K $31.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
66.3K
+ 63.89%
$29.36 - $35.56 $1.95M - $2.36M
170K $6.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
33.4K
+ 10.79%
$44.8 - $53.97 $1.5M - $1.8M
343K $18.5M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
50.2K
+ 9.28%
$40.82 - $43.14 $2.05M - $2.17M
592K $25.5M
DFSU
Dimensional ETF Tr Dimen Us Su
53.2K
+ 48.74%
N/A
162K $6.37M
MEAR
Blackrock Short Maturity Munic

ETFs
46.9K
+ 42.04%
$49.74 - $50.27 $2.33M - $2.36M
158K $7.97M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
51.5K
+ 10.47%
$38.82 - $41.01 $2M - $2.11M
543K $22.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
18K
+ 68.39%
$103.88 - $123.68 $1.87M - $2.23M
44.3K $5.48M
HYD
Vaneck High Yield Muni ETF

ETFs
45.7K
+ 80.24%
$49.08 - $51.35 $2.24M - $2.35M
103K $5.15M
Summit Global Investments LLC
80K
+ 12.67%
N/A
712K $18.3M
AVUV
American Centy ETF Tr Avantis

ETFs
14.7K
+ 8.96%
$75.17 - $91.21 $1.11M - $1.34M
179K $16.3M
Calamos Advisors LLC
69.3K
+ 667.63%
N/A
79.7K $2.16M
Dimensional Fund Advisors LP
31.4K
+ 42.7%
N/A
105K $5.72M
Dimensional Fund Advisors LP
3.79K
+ 1.37%
N/A
279K $18.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 6.64%
$25.93 - $32.91 $509K - $647K
315K $10.4M
SPYG
Spdr Portfolio

ETFs
10.5K
+ 29.82%
$71.83 - $95.32 $754K - $1M
45.7K $4.36M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
74K
+ 168.38%
$18.96 - $20.43 $1.4M - $1.51M
118K $2.41M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.2K
+ 15.62%
$187.5 - $246.51 $599K - $788K
23.7K $5.83M
Bitwise Asset Management Inc
64K
+ 103.02%
N/A
126K $2.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
861
+ 5.96%
$496.48 - $617.85 $427K - $532K
15.3K $9.46M
HYDB
Ishares Tr Edge High Yield Def

ETFs
25.1K
+ 11.31%
$44.64 - $47.48 $1.12M - $1.19M
247K $11.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14K
+ 5.63%
$75.05 - $77.34 $1.05M - $1.08M
263K $20.3M
Fidelity Management & Research CO
36K
+ 342.67%
N/A
46.5K $1.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22.2K
+ 21.69%
$51.1 - $53.29 $1.13M - $1.18M
124K $6.63M
IGLB
Ishares 10+ Year Investment Gr

ETFs
24.2K
+ 9.95%
$47.55 - $50.44 $1.15M - $1.22M
267K $13.4M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
25K
+ 10.85%
$36.2 - $38.97 $903K - $972K
255K $9.94M
EWJ
Ishares Msci Japan ETF

ETFs
10.2K
+ 19.13%
$61.32 - $75.28 $624K - $766K
63.4K $4.75M
JCPB
J P Morgan Exchange Traded Fd

ETFs
23.1K
+ 37.58%
$45.9 - $47.2 $1.06M - $1.09M
84.5K $3.98M
NVDA
Nvidia Corp

Technology
4.22K
+ 52.73%
$94.31 - $157.99 $398K - $667K
12.2K $1.93M
CGDV
Capital Group Divid Value ETF

ETFs
13.9K
+ 10.89%
$31.93 - $39.49 $442K - $547K
141K $5.57M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26.5K
+ 16.84%
$22.92 - $28.05 $607K - $742K
184K $5.15M
VGT
Vanguard Information Technolog

ETFs
1.27K
+ 84.76%
$470.37 - $663.28 $599K - $845K
2.78K $1.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.6K
+ 2.15%
$22.27 - $29.21 $102K - $134K
218K $6.37M
AVEM
American Centy ETF Tr Avantis

ETFs
13.4K
+ 108.97%
$53.08 - $68.54 $711K - $918K
25.7K $1.76M
MBB
Ishares Tr

ETFs
10.7K
+ 22.99%
$91.41 - $94.22 $974K - $1M
57K $5.35M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
19K
+ 29.13%
$50.29 - $50.56 $957K - $962K
84.4K $4.27M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.41K
+ 4.54%
$105.23 - $109.61 $780K - $812K
171K $18.7M
AVUS
American Centy ETF Tr Avantis

ETFs
4.74K
+ 8.47%
$81.38 - $100.82 $385K - $477K
60.6K $6.11M
Dimensional Fund Advisors LP
14.5K
+ 11.99%
N/A
135K $7.34M
Activity Summary
Buys All Purchases 315 New Holdings 52 Increased Positions 263 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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