Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
18,020
Previous 17,549 2.68%
Holding current value
$1.3 Million
Previous $1.18 Million 10.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
471 Added 2.68%
18,020 $1.3 Million
Q2 2025

Aug 14, 2025
BUY
N/A
8,123 Added 86.18%
17,549 $1.18 Million
Q1 2025

May 15, 2025
BUY
N/A
1,056 Added 12.62%
9,426 $578,000
Q4 2024

Feb 14, 2025
BUY
N/A
228 Added 2.8%
8,370 $0
Q3 2024

Nov 14, 2024
BUY
N/A
58 Added 0.72%
8,142 $0
Q2 2024

Aug 14, 2024
BUY
N/A
8,084 New
8,084 $481,000
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