Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
88,114
Previous 79,983 10.17%
Holding current value
$4.76 Million
Previous $4.27 Million 11.41%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
8,131 Added 10.17%
88,114 $4.76 Million
Q2 2025

Aug 14, 2025
BUY
N/A
4,268 Added 5.64%
79,983 $4.27 Million
Q1 2025

May 15, 2025
BUY
N/A
11,860 Added 18.57%
75,715 $3.96 Million
Q4 2024

Feb 14, 2025
BUY
N/A
1,294 Added 2.07%
63,855 $0
Q3 2024

Nov 14, 2024
BUY
N/A
6,082 Added 10.77%
62,561 $0
Q2 2024

Aug 14, 2024
BUY
N/A
15,883 Added 39.12%
56,479 $2.97 Million
Q1 2024

May 10, 2024
BUY
N/A
40,596 New
40,596 $0
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