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Disclosery

Betterment LLC: DFSI position timeline

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

Betterment LLC held 110,457 DFSI 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 110,457 shares
    Change vs previous 13F -4,396 shares

    0.01% of the 13F portfolio, value $4,982,000.

    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 114,853 shares
    Change vs previous 13F +1,301 shares

    0.01% of the 13F portfolio, value $4,870,000.

    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 113,552 shares
    Change vs previous 13F +18,470 shares

    0.01% of the 13F portfolio, value $4,866,000.

    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 95,082 shares
    Change vs previous 13F +31,107 shares

    0.01% of the 13F portfolio, value $3,894,000.

    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 63,975 shares
    Change vs previous 13F +11,773 shares

    0.01% of the 13F portfolio, value $2,521,000.

    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 52,202 shares
    Change vs previous 13F +12,358 shares

    <0.01% of the 13F portfolio, value $1,821,000.

    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 39,844 shares
    Change vs previous 13F +20,068 shares

    <0.01% of the 13F portfolio, value $1,309,000.

    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 19,776 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $707,000.

    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).