Betterment LLC Incresed Positions in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BGRN
Ishares Trust Ishares Usd Gre

ETFs
28.5K
+ 2.2%
$46.26 - $47.48 $1.32M - $1.35M
1.32M $62.6M
Summit Global Investments LLC
7.5K
+ 11.64%
N/A
71.9K $2.24M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
41K
+ 67.01%
$50.82 - $52.7 $2.09M - $2.16M
102K $5.37M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
73.3K
+ 57.54%
$25.44 - $27.95 $1.86M - $2.05M
201K $5.43M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
38.1K
+ 6.83%
$39.88 - $41.33 $1.52M - $1.57M
596K $24.6M
AVGE
American Centy ETF Tr Avantis
2.31K
+ 8.98%
N/A
28K $2M
HYDB
Ishares Tr Edge High Yield Def

ETFs
41.9K
+ 23.23%
$46.82 - $47.8 $1.96M - $2M
222K $10.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
77.4K
+ 97.14%
$25.58 - $29.24 $1.98M - $2.26M
157K $4.12M
DFSI
Dimensional ETF Tr Dimen Intl
12.4K
+ 31.02%
N/A
52.2K $1.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
36.8K
+ 53.29%
$49.25 - $50.66 $1.81M - $1.86M
106K $5.25M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.1K
+ 2.9%
$76.94 - $78.28 $1.16M - $1.18M
537K $42M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.8K
+ 60.56%
$44.41 - $45.98 $1.59M - $1.65M
94.9K $4.33M
TFLO
Ishares Treasury Floating Rate

ETFs
31.4K
+ 13.77%
$50.48 - $50.68 $1.59M - $1.59M
259K $13.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
53.1K
+ 6.45%
$25.35 - $27.46 $1.35M - $1.46M
877K $23.2M
COMB
Graniteshares ETF Tr Bloomber

ETFs
32.9K
+ 6.58%
$19.9 - $21.85 $654K - $718K
533K $11.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
29.7K
+ 13.78%
$50.87 - $51.09 $1.51M - $1.52M
245K $12.5M
DFSB
Dimensional ETF Tr Dimensional
578
+ 1.96%
N/A
30.1K $1.55M
JCPB
J P Morgan Exchange Traded Fd

ETFs
32.2K
+ 110.35%
$45.56 - $47.23 $1.47M - $1.52M
61.4K $2.89M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.6K
+ 25.64%
$85.29 - $92.57 $1.24M - $1.35M
71.4K $6.5M
Summit Global Investments LLC
4.86K
+ 9.85%
N/A
54.2K $1.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
48.5K
+ 49.83%
$27.01 - $28.54 $1.31M - $1.38M
146K $4.08M
EWJ
Ishares Msci Japan ETF

ETFs
19.7K
+ 58.87%
$65.24 - $71.7 $1.29M - $1.41M
53.2K $3.65M
Dimensional Fund Advisors LP
1.96K
+ 7.65%
N/A
27.5K $1.4M
Summit Global Investments LLC
7.43K
+ 15.81%
N/A
54.4K $1.35M
MEAR
Blackrock Short Maturity Munic

ETFs
25.9K
+ 30.26%
$49.97 - $50.36 $1.29M - $1.3M
112K $5.61M
DFAT
Dimensional ETF Tr U S Target

ETFs
46.8K
+ 17.8%
$50.44 - $58.1 $2.36M - $2.72M
310K $15.9M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
567
+ 2.26%
N/A
25.6K $1.28M
DUHP
Dimensional ETF Tr Dimensional

ETFs
38.1K
+ 58.19%
$32.57 - $35.82 $1.24M - $1.37M
104K $3.44M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.23K
+ 5.31%
$105.1 - $109.61 $865K - $902K
163K $17.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.5K
+ 1.48%
$49.42 - $50.43 $1.06M - $1.08M
1.47M $73.5M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
20.2K
+ 14.13%
$78.45 - $87.45 $1.58M - $1.76M
163K $13M
DFAR
Dimensional ETF Tr Dimensional

ETFs
40.9K
+ 17.97%
$22.35 - $24.52 $913K - $1M
268K $6.38M
Capital Research And Management CO
748
+ 1.89%
N/A
40.3K $1.01M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
9.23K
+ 4.11%
$47.99 - $50.13 $443K - $463K
234K $11.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.5K
+ 33.45%
$24.91 - $29.02 $1.33M - $1.55M
214K $5.35M
Toroso Investments LLC Et Fs/Usa
1.32K
+ 3.13%
N/A
43.6K $874K
Summit Global Investments LLC
5.57K
+ 22.72%
N/A
30.1K $832K
RLY
Ssga Active ETF Tr

ETFs
28.3K
+ 245.9%
$27.21 - $28.6 $771K - $810K
39.8K $1.14M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.19K
+ 5.98%
$78.97 - $85.82 $489K - $531K
110K $9.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.72K
+ 3.56%
$44.68 - $46.49 $434K - $452K
282K $13.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
20.5K
+ 3.51%
$20.2 - $22.24 $413K - $455K
603K $13M
DFSE
Dimensional ETF Tr Dimen Emrgn
3.21K
+ 18.2%
N/A
20.8K $701K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
13.8K
+ 28.03%
$37.06 - $41.11 $513K - $569K
63.2K $2.52M
AVUS
American Centy ETF Tr Avantis

ETFs
9.53K
+ 20.55%
$90.7 - $101.57 $864K - $968K
55.9K $5.16M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.3K
+ 24.19%
$100.34 - $100.68 $632K - $634K
32.3K $3.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.03K
+ 19.35%
$58.01 - $64.46 $466K - $518K
49.5K $3.08M
VB
Vanguard Small Cap ETF

ETFs
14.9K
+ 10.24%
$217.89 - $252.64 $3.24M - $3.76M
160K $35.5M
Fd Funds Management LLC
2.11K
+ 34.55%
N/A
8.23K $592K
IXUS
Ishares Tr

ETFs
6.78K
+ 22.19%
$65.06 - $72.31 $441K - $490K
37.3K $2.61M
Activity Summary
Buys All Purchases 293 New Holdings 28 Increased Positions 265 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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