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Disclosery

Betterment LLC: DFEV position timeline

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

Betterment LLC held 236,809 DFEV 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 236,809 shares
    Change vs previous 13F +5,614 shares

    0.02% of the 13F portfolio, value $10,105,000.

    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 231,195 shares
    Change vs previous 13F +6,420 shares

    0.02% of the 13F portfolio, value $8,272,000.

    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 224,775 shares
    Change vs previous 13F +5,265 shares

    0.01% of the 13F portfolio, value $7,584,000.

    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 219,510 shares
    Change vs previous 13F +13,733 shares

    0.01% of the 13F portfolio, value $7,000,000.

    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 205,777 shares
    Change vs previous 13F +5,090 shares

    0.01% of the 13F portfolio, value $6,171,000.

    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 200,687 shares
    Change vs previous 13F +73,299 shares

    0.01% of the 13F portfolio, value $5,429,000.

    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 127,388 shares
    Change vs previous 13F +20,687 shares

    0.01% of the 13F portfolio, value $3,339,000.

    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 106,701 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,037,000.

    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).