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Disclosery

Betterment LLC: DFUS position timeline

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

Betterment LLC held 204,580 DFUS 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 204,580 shares
    Change vs previous 13F +12,231 shares

    0.03% of the 13F portfolio, value $16,763,000.

    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 192,349 shares
    Change vs previous 13F +2,851 shares

    0.03% of the 13F portfolio, value $13,639,000.

    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 189,498 shares
    Change vs previous 13F +6,569 shares

    0.03% of the 13F portfolio, value $14,055,000.

    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 182,929 shares
    Change vs previous 13F +23,710 shares

    0.03% of the 13F portfolio, value $13,251,000.

    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 159,219 shares
    Change vs previous 13F +61,144 shares

    0.02% of the 13F portfolio, value $10,671,000.

    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 98,075 shares
    Change vs previous 13F -2,821 shares

    0.01% of the 13F portfolio, value $5,932,000.

    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 100,896 shares
    Change vs previous 13F -29,510 shares

    0.02% of the 13F portfolio, value $6,432,000.

    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 130,406 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,111,000.

    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).