Skip to content
Disclosery

Betterment LLC: DFSV position timeline

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

Betterment LLC held 465,072 DFSV 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 465,072 shares
    Change vs previous 13F +17,338 shares

    0.03% of the 13F portfolio, value $18,040,000.

    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 447,734 shares
    Change vs previous 13F +12,729 shares

    0.03% of the 13F portfolio, value $15,689,000.

    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 435,005 shares
    Change vs previous 13F +8,720 shares

    0.03% of the 13F portfolio, value $14,307,000.

    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 426,285 shares
    Change vs previous 13F +26,800 shares

    0.03% of the 13F portfolio, value $13,573,000.

    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 399,485 shares
    Change vs previous 13F +77,263 shares

    0.03% of the 13F portfolio, value $11,757,000.

    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 322,222 shares
    Change vs previous 13F +204,002 shares

    0.02% of the 13F portfolio, value $9,071,000.

    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 118,220 shares
    Change vs previous 13F +42,390 shares

    0.01% of the 13F portfolio, value $3,639,000.

    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 75,830 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,336,000.

    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).