Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
35,761
Previous 27,540 29.85%
Holding current value
$1.82 Million
Previous $1.4 Million 29.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
8,221 Added 29.85%
35,761 $1.82 Million
Q1 2025

May 15, 2025
BUY
N/A
1,957 Added 7.65%
27,540 $1.4 Million
Q4 2024

Feb 14, 2025
BUY
N/A
8,872 Added 53.09%
25,583 $0
Q3 2024

Nov 14, 2024
BUY
N/A
16,711 New
16,711 $0
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