Betterment LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on DSI, newest first. How the timeline and the estimate are built.
Betterment LLC held 337,922 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 337,922 sharesChange vs previous 13F -11,827 shares
0.08% of the 13F portfolio, value $48,117,000.
13F-HR 0001633901-26-000004 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 349,749 sharesChange vs previous 13F -18,691 shares
0.08% of the 13F portfolio, value $42,386,000.
13F-HR 0001633901-26-000003 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 368,440 sharesChange vs previous 13F -13,757 shares
0.09% of the 13F portfolio, value $47,466,000.
13F-HR 0001633901-26-000002 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 382,197 sharesChange vs previous 13F -14,736 shares
0.1% of the 13F portfolio, value $48,138,000.
13F-HR 0001633901-25-000010 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 396,933 sharesChange vs previous 13F -13,011 shares
0.1% of the 13F portfolio, value $46,108,000.
13F-HR 0001633901-25-000007 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 409,944 sharesChange vs previous 13F -15,170 shares
0.1% of the 13F portfolio, value $41,982,000.
13F-HR 0001633901-25-000006 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 425,114 sharesChange vs previous 13F -14,860 shares
0.11% of the 13F portfolio, value $46,869,000.
13F-HR 0001633901-25-000004 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 439,974 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $47,865,000.
13F-HR 0001633901-24-000007 filed by Betterment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).