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Betterment LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on DFAI, newest first. How the timeline and the estimate are built.

Betterment LLC held 767,154 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 767,154 shares
    Change vs previous 13F +9,996 shares

    0.05% of the 13F portfolio, value $31,645,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 757,158 shares
    Change vs previous 13F -54,498 shares

    0.06% of the 13F portfolio, value $29,499,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 811,656 shares
    Change vs previous 13F -19,826 shares

    0.06% of the 13F portfolio, value $30,932,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 831,482 shares
    Change vs previous 13F -33,086 shares

    0.06% of the 13F portfolio, value $30,224,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 864,568 shares
    Change vs previous 13F -357,466 shares

    0.06% of the 13F portfolio, value $29,888,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,222,034 shares
    Change vs previous 13F -4,769 shares

    0.09% of the 13F portfolio, value $38,164,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,226,803 shares
    Change vs previous 13F +159,131 shares

    0.09% of the 13F portfolio, value $35,823,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,067,672 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $33,931,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).