Betterment LLC Purchases in Q3 2025

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.93K
New
$65.69 - $76.84 $258K - $302K
3.93K $294K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.82K
+ 26.0%
$47.18 - $48.17 $275K - $280K
28.2K $1.35M
WMB
Williams Companies, Inc.

Energy
4.61K
New
$56.52 - $64.01 $261K - $295K
4.61K $292K
VDC
Vanguard Consumer Staples ETF

ETFs
1.35K
New
$212.64 - $225.25 $287K - $305K
1.35K $289K
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.06K
+ 16.94%
$28.69 - $30.59 $231K - $247K
55.7K $1.69M
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.97K
New
$48.04 - $48.61 $287K - $290K
5.97K $287K
Fd Funds Management LLC
2.44K
+ 37.97%
N/A
8.85K $883K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.65K
+ 132.72%
$70.85 - $76.96 $259K - $281K
6.4K $487K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.9K
New
$92.18 - $95.14 $267K - $276K
2.9K $276K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
4.38K
+ 8.15%
$27.85 - $30.91 $122K - $135K
58.1K $1.78M
Cambria Investment Management LP
9.18K
+ 19.13%
N/A
57.2K $1.43M
IXUS
Ishares Tr

ETFs
1.44K
+ 6.0%
$76.35 - $82.58 $110K - $119K
25.4K $2.09M
FDL
First Tr Morningstar Dividend

ETFs
4.98K
+ 48.7%
$41.96 - $44.59 $209K - $222K
15.2K $660K
RWO
Spdr Dow Jones Global Real Est

ETFs
5.04K
New
$43.53 - $46.27 $219K - $233K
5.04K $230K
MINO
Pimco ETF Tr Municipal Income

ETFs
5.02K
New
$43.6 - $45.33 $219K - $227K
5.02K $227K
PALL
Abrdn Palladium ETF Trust

ETFs
1.96K
New
$99.79 - $117.24 $196K - $230K
1.96K $224K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.99K
New
N/A
8.99K $218K
Summit Global Investments LLC
2.67K
+ 5.23%
N/A
53.7K $1.67M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.67K
+ 5.48%
$28.95 - $29.73 $164K - $169K
109K $3.25M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
5.96K
New
$33.05 - $35.83 $197K - $214K
5.96K $213K
QDF
Flexshares Quality Dividend In

ETFs
2.63K
New
$73.48 - $79.4 $193K - $209K
2.63K $209K
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.77K
+ 2.07%
$29.65 - $31.77 $52.3K - $56.1K
87.1K $2.76M
ILDR
First Tr Exchange Traded Fd Vi
5.35K
+ 45.44%
$28.95 - $33.25 $155K - $178K
17.1K $554K
BALT
Innovator Etfs Tr
6.31K
New
$32.11 - $32.82 $203K - $207K
6.31K $207K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.45K
New
$24.14 - $24.34 $204K - $206K
8.45K $206K
SOXX
Ishares Semiconductor ETF

ETFs
757
New
$236.93 - $271.12 $179K - $205K
757 $205K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.44K
+ 2.8%
$55.15 - $58.11 $79.3K - $83.6K
52.8K $3.04M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
4.87K
+ 34.08%
$32.11 - $34.92 $157K - $170K
19.2K $670K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.01K
New
$185.65 - $214.38 $188K - $217K
1.01K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.28K
+ 4.98%
$78.96 - $80.04 $180K - $182K
48K $3.84M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.26K
New
$84.55 - $89.54 $191K - $203K
2.26K $202K
Goldman Sachs Asset Management LP
3.83K
New
N/A
3.83K $201K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.71K
+ 4.4%
$50.37 - $50.7 $187K - $188K
88.1K $4.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.05K
+ 6.12%
$58.97 - $60.36 $180K - $184K
52.9K $3.18M
Cambria Investment Management LP
7.57K
+ 27.98%
N/A
34.6K $875K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
3.22K
+ 14.96%
$41.26 - $43.63 $133K - $141K
24.7K $1.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
457
+ 3.87%
$108.97 - $121.65 $49.8K - $55.6K
12.3K $1.48M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
813
+ 1.28%
$44.58 - $48.01 $36.2K - $39K
64.1K $3.07M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.7K
+ 19.32%
$74.68 - $80.26 $127K - $137K
10.5K $843K
FNDA
Schwab Fundamental U S Small C

ETFs
2.15K
+ 5.26%
$28.75 - $31.93 $61.9K - $68.8K
43.1K $1.34M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.7K
+ 51.15%
$99.12 - $99.52 $168K - $169K
5.01K $499K
FNDX
Schwab Fundamental U S Large C

ETFs
4.46K
+ 15.39%
$24.38 - $26.34 $109K - $118K
33.5K $880K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.77K
+ 18.06%
$63.41 - $69.69 $112K - $123K
11.5K $791K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.29K
+ 57.39%
$50.52 - $50.75 $166K - $167K
9.02K $458K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
1.7K
+ 7.24%
$18.9 - $25.14 $32K - $42.6K
25.1K $629K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.46K
+ 30.95%
$92.26 - $97.51 $135K - $142K
6.18K $596K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.17K
+ 36.39%
$82.22 - $96.68 $95.8K - $113K
4.37K $422K
FNDE
Schwab Fundamental Emerging Mk

ETFs
722
+ 1.73%
$33.13 - $36.31 $23.9K - $26.2K
42.5K $1.54M
SLV
I Shares Silver Trust

ETFs
874
+ 7.0%
$32.73 - $42.5 $28.6K - $37.1K
13.4K $566K
Activity Summary
Buys All Purchases 330 New Holdings 34 Increased Positions 296 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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