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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

  1. period ended2026-06-30
    13F 337,922 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 349,749 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 368,440 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 382,197 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 396,933 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 409,944 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 425,114 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 439,974 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).