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Disclosery

Betterment LLC: DFEM position timeline

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

Betterment LLC held 933,438 DFEM 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 933,438 shares
    Change vs previous 13F +7,970 shares

    0.06% of the 13F portfolio, value $37,935,000.

    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 925,468 shares
    Change vs previous 13F +35,688 shares

    0.06% of the 13F portfolio, value $31,975,000.

    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 889,780 shares
    Change vs previous 13F +34,341 shares

    0.06% of the 13F portfolio, value $29,434,000.

    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 855,439 shares
    Change vs previous 13F +42,887 shares

    0.05% of the 13F portfolio, value $27,434,000.

    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 812,552 shares
    Change vs previous 13F -64,496 shares

    0.05% of the 13F portfolio, value $24,117,000.

    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 877,048 shares
    Change vs previous 13F +53,129 shares

    0.06% of the 13F portfolio, value $23,207,000.

    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 823,919 shares
    Change vs previous 13F +64,970 shares

    0.05% of the 13F portfolio, value $21,578,000.

    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 758,949 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $21,364,000.

    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).