Betterment LLC Incresed Positions in Q2 2025

Betterment LLC

  • $47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
41.9K
+ 15.61%
$20.99 - $23.93 $879K - $1M
310K $7.28M
MSFT
Microsoft Corp

Technology
211
+ 3.5%
$354.56 - $497.45 $74.8K - $105K
6.24K $3.1M
TFLO
Ishares Treasury Floating Rate

ETFs
16.6K
+ 6.41%
$50.47 - $50.66 $840K - $843K
276K $14M
STRV
Ea Ser Tr Strive 500 ETF
15.8K
+ 32.75%
N/A
64K $2.56M
COST
Costco Wholesale Corp

Consumer Defensive
812
+ 309.92%
$908.13 - $1056.85 $737K - $858K
1.07K $1.06M
Morgan Stanley Investment Management Inc
15.8K
+ 357.68%
N/A
20.2K $1.03M
HYG
Ishares Tr

ETFs
9.6K
+ 90.96%
$75.75 - $80.65 $728K - $775K
20.2K $1.63M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5.09K
+ 2.54%
$23.66 - $29.99 $120K - $153K
206K $6.17M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.1K
+ 17.93%
$24.38 - $30.18 $391K - $484K
106K $3.18M
DFSI
Dimensional ETF Tr Dimen Intl
11.8K
+ 22.55%
N/A
64K $2.52M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.2K
+ 29.0%
$58.63 - $59.9 $657K - $672K
49.9K $2.98M
MUB
Ishares National Muni Bond ETF

ETFs
176K
+ 0.95%
$102.31 - $105.8 $18M - $18.6M
18.6M $1.94B
RDVY
First Trust Rising Dividend Ac

ETFs
7.89K
+ 19.45%
$51.6 - $62.74 $407K - $495K
48.5K $3.04M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.79K
+ 32.97%
$180.84 - $240.32 $324K - $431K
7.23K $1.74M
Dimensional Fund Advisors LP
21.2K
+ 23.09%
N/A
113K $3.03M
Dimensional Fund Advisors LP
8.12K
+ 86.18%
N/A
17.5K $1.18M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.32K
+ 15.08%
$43.53 - $54.46 $275K - $344K
48.2K $2.63M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
20.6K
+ 54.49%
$23.19 - $25.35 $477K - $521K
58.3K $1.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
324
+ 4.8%
$320.42 - $424.58 $104K - $138K
7.07K $3M
VBK
Vanguard Small Cap Growth ETF

ETFs
518
+ 3.12%
$219.76 - $276.94 $114K - $143K
17.1K $4.74M
DFIV
Dimensional ETF Tr

ETFs
4.36K
+ 4.19%
$34.67 - $43.21 $151K - $189K
108K $4.64M
FTGS
First Tr Exchange Traded Fd Gr
14.5K
+ 150.91%
N/A
24K $822K
VXF
Vanguard Extended Market ETF

ETFs
1.57K
+ 13.95%
$150.43 - $192.71 $236K - $303K
12.8K $2.47M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.4K
+ 52.53%
$29.52 - $35.31 $395K - $473K
38.9K $1.37M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
10.7K
+ 91.39%
$46.77 - $47.89 $500K - $512K
22.4K $1.06M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
8.18K
+ 73.1%
$39.69 - $51.24 $324K - $419K
19.4K $992K
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.38K
+ 22.16%
$35.9 - $43.76 $301K - $366K
46.2K $2M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
556
+ 1.51%
$102.11 - $124.82 $56.8K - $69.4K
37.3K $4.66M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
30.9K
+ 5.12%
$18.94 - $21.67 $584K - $669K
634K $13.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.97K
+ 26.85%
$104.34 - $138.68 $206K - $273K
9.31K $1.29M
Dimensional Fund Advisors LP
8.22K
+ 29.85%
N/A
35.8K $1.82M
GMOM
Cambria ETF Tr Cambria Global

ETFs
139
+ 0.04%
$25.79 - $29.78 $3.58K - $4.14K
373K $11.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.15K
+ 52.9%
$51.14 - $57.0 $366K - $407K
20.7K $1.18M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.51K
+ 3.01%
$45.2 - $46.6 $385K - $397K
291K $13.5M
FNDX
Schwab Fundamental U S Large C

ETFs
15.6K
+ 115.8%
$20.84 - $24.54 $324K - $382K
29K $712K
GLD
Spdr Gold Trust

ETFs
994
+ 18.16%
$273.71 - $316.29 $272K - $314K
6.47K $1.97M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.36K
+ 10.67%
$63.36 - $80.23 $150K - $190K
24.5K $1.97M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
147
+ 0.23%
$36.01 - $45.69 $5.29K - $6.72K
63.3K $2.89M
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.09K
+ 23.61%
$24.32 - $29.74 $221K - $270K
47.6K $1.4M
VNLA
Janus Henderson Short Duration

ETFs
7.18K
+ 9.26%
$48.74 - $49.2 $350K - $353K
84.6K $4.16M
Toroso Investments LLC Et Fs/Usa
17.8K
+ 40.94%
N/A
61.4K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.55K
+ 15.14%
$82.96 - $110.1 $129K - $171K
11.8K $1.3M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.63K
+ 3.19%
$52.66 - $64.01 $85.9K - $104K
52.8K $3.38M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.94K
+ 87.33%
$36.25 - $42.28 $288K - $336K
17K $720K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
845
+ 2.11%
$60.34 - $74.89 $51K - $63.3K
40.9K $3.06M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.13K
+ 60.41%
$59.24 - $71.39 $245K - $295K
11K $782K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.96K
+ 3.01%
$51.68 - $52.76 $256K - $262K
170K $8.94M
Dimensional Fund Advisors LP
4.27K
+ 5.64%
N/A
80K $4.27M
VGSH
Vanguard

ETFs
5.1K
+ 6.12%
$58.32 - $58.95 $297K - $300K
88.4K $5.2M
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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