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Disclosery

Betterment LLC: DFSU position timeline

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

Betterment LLC held 246,132 DFSU 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 246,132 shares
    Change vs previous 13F -15,595 shares

    0.02% of the 13F portfolio, value $11,477,000.

    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 261,727 shares
    Change vs previous 13F +8,608 shares

    0.02% of the 13F portfolio, value $10,754,000.

    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 253,119 shares
    Change vs previous 13F +30,575 shares

    0.02% of the 13F portfolio, value $10,993,000.

    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 222,544 shares
    Change vs previous 13F +60,242 shares

    0.02% of the 13F portfolio, value $9,451,000.

    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 162,302 shares
    Change vs previous 13F +53,183 shares

    0.01% of the 13F portfolio, value $6,370,000.

    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 109,119 shares
    Change vs previous 13F +25,797 shares

    0.01% of the 13F portfolio, value $3,908,000.

    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 83,322 shares
    Change vs previous 13F +36,069 shares

    0.01% of the 13F portfolio, value $3,158,000.

    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 47,253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,757,000.

    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).