Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
112,861
Previous 91,693 23.09%
Holding current value
$3.03 Million
Previous $2.41 Million 25.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
N/A
21,168 Added 23.09%
112,861 $3.03 Million
Q1 2025

May 15, 2025
BUY
N/A
9,622 Added 11.72%
91,693 $2.41 Million
Q4 2024

Feb 14, 2025
BUY
N/A
11,958 Added 17.06%
82,071 $0
Q3 2024

Nov 14, 2024
BUY
N/A
6,223 Added 9.74%
70,113 $0
Q2 2024

Aug 14, 2024
BUY
N/A
20,412 Added 46.95%
63,890 $1.6 Million
Q1 2024

May 10, 2024
BUY
N/A
16,231 Added 59.57%
43,478 $0
Q4 2023

Feb 09, 2024
BUY
N/A
27,247 New
27,247 $0
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