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Disclosery

Betterment LLC: DFIC position timeline

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

Betterment LLC held 1,669,988 DFIC 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 1,669,988 shares
    Change vs previous 13F +86,187 shares

    0.11% of the 13F portfolio, value $62,224,000.

    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 1,583,801 shares
    Change vs previous 13F +20,255 shares

    0.11% of the 13F portfolio, value $56,272,000.

    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 1,563,546 shares
    Change vs previous 13F +9,866 shares

    0.1% of the 13F portfolio, value $53,880,000.

    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 1,553,680 shares
    Change vs previous 13F +100,741 shares

    0.1% of the 13F portfolio, value $50,945,000.

    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 1,452,939 shares
    Change vs previous 13F +7,382 shares

    0.1% of the 13F portfolio, value $45,172,000.

    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 1,445,557 shares
    Change vs previous 13F +137,628 shares

    0.1% of the 13F portfolio, value $40,143,000.

    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 1,307,929 shares
    Change vs previous 13F +123,063 shares

    0.08% of the 13F portfolio, value $33,810,000.

    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 1,184,866 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $33,342,000.

    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).