Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
603,824
Previous 501,309 20.45%
Holding current value
$18.7 Million
Previous $15.3 Million 22.23%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
N/A
102,515 Added 20.45%
603,824 $18.7 Million
Q1 2025

May 15, 2025
BUY
N/A
63,379 Added 14.47%
501,309 $15.3 Million
Q4 2024

Feb 14, 2025
BUY
N/A
74,835 Added 20.61%
437,930 $0
Q3 2024

Nov 14, 2024
BUY
N/A
117,490 Added 47.84%
363,095 $0
Q2 2024

Aug 14, 2024
BUY
N/A
23,722 Added 10.69%
245,605 $7.1 Million
Q1 2024

May 10, 2024
BUY
N/A
194,425 Added 708.08%
221,883 $0
Q4 2023

Feb 09, 2024
BUY
N/A
17,120 Added 165.6%
27,458 $0
Q3 2023

Nov 09, 2023
BUY
N/A
10,338 New
10,338 $0
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