Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
279,263
Previous 275,476 1.37%
Holding current value
$18.7 Million
Previous $16.9 Million 10.5%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
N/A
3,787 Added 1.37%
279,263 $18.7 Million
Q1 2025

May 15, 2025
BUY
N/A
19,416 Added 7.58%
275,476 $16.9 Million
Q4 2024

Feb 14, 2025
BUY
N/A
3,807 Added 1.51%
256,060 $0
Q3 2024

Nov 14, 2024
BUY
N/A
107,192 Added 73.89%
252,253 $0
Q2 2024

Aug 14, 2024
BUY
N/A
43,024 Added 42.17%
145,061 $8.63 Million
Q1 2024

May 10, 2024
BUY
N/A
102,037 New
102,037 $0
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