Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
135,287
Previous 120,801 11.99%
Holding current value
$7.34 Million
Previous $6.42 Million 14.23%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
14,486 Added 11.99%
135,287 $7.34 Million
Q1 2025

May 15, 2025
BUY
N/A
27,993 Added 30.16%
120,801 $6.42 Million
Q4 2024

Feb 14, 2025
BUY
N/A
31,701 Added 51.88%
92,808 $0
Q3 2024

Nov 14, 2024
BUY
N/A
6,079 Added 11.05%
61,107 $0
Q2 2024

Aug 14, 2024
BUY
N/A
17,197 Added 45.46%
55,028 $2.9 Million
Q1 2024

May 10, 2024
BUY
N/A
37,831 New
37,831 $0
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