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Disclosery

Betterment LLC: DFAX position timeline

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

Betterment LLC held 381,067 DFAX 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 381,067 shares
    Change vs previous 13F +7,512 shares

    0.02% of the 13F portfolio, value $14,039,000.

    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 373,555 shares
    Change vs previous 13F +1,541 shares

    0.02% of the 13F portfolio, value $12,690,000.

    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 372,014 shares
    Change vs previous 13F +2,608 shares

    0.02% of the 13F portfolio, value $12,176,000.

    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 369,406 shares
    Change vs previous 13F -2,962 shares

    0.02% of the 13F portfolio, value $11,592,000.

    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 372,368 shares
    Change vs previous 13F +77,875 shares

    0.02% of the 13F portfolio, value $10,936,000.

    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 294,493 shares
    Change vs previous 13F +3,570 shares

    0.02% of the 13F portfolio, value $7,716,000.

    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 290,923 shares
    Change vs previous 13F +41,763 shares

    0.02% of the 13F portfolio, value $7,232,000.

    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 249,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,730,000.

    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).