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Disclosery

Betterment LLC: DFAT position timeline

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

Betterment LLC held 380,189 DFAT 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 380,189 shares
    Change vs previous 13F +13,489 shares

    0.04% of the 13F portfolio, value $26,575,000.

    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 366,700 shares
    Change vs previous 13F +9,360 shares

    0.04% of the 13F portfolio, value $22,900,000.

    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 357,340 shares
    Change vs previous 13F -796 shares

    0.04% of the 13F portfolio, value $21,276,000.

    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 358,136 shares
    Change vs previous 13F +15,170 shares

    0.04% of the 13F portfolio, value $20,847,000.

    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 342,966 shares
    Change vs previous 13F +33,407 shares

    0.04% of the 13F portfolio, value $18,506,000.

    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 309,559 shares
    Change vs previous 13F +46,779 shares

    0.04% of the 13F portfolio, value $15,939,000.

    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 262,780 shares
    Change vs previous 13F +13,827 shares

    0.03% of the 13F portfolio, value $14,626,000.

    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 248,953 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,849,000.

    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).