Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
105,027
Previous 73,601 42.7%
Holding current value
$5.72 Million
Previous $3.93 Million 45.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
N/A
31,426 Added 42.7%
105,027 $5.72 Million
Q1 2025

May 15, 2025
BUY
N/A
37,209 Added 102.24%
73,601 $3.93 Million
Q4 2024

Feb 14, 2025
BUY
N/A
24,532 Added 206.85%
36,392 $0
Q3 2024

Nov 14, 2024
BUY
N/A
4,530 Added 61.8%
11,860 $0
Q2 2024

Aug 14, 2024
BUY
N/A
7,330 New
7,330 $388,000
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