Betterment LLC Dimensional Fund Advisors LP Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
310,087
Previous 279,263 11.04%
Holding current value
$22.3 Million
Previous $18.7 Million 19.49%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2025
BUY
N/A
30,824 Added 11.04%
310,087 $22.3 Million
Q2 2025

Aug 14, 2025
BUY
N/A
3,787 Added 1.37%
279,263 $18.7 Million
Q1 2025

May 15, 2025
BUY
N/A
19,416 Added 7.58%
275,476 $16.9 Million
Q4 2024

Feb 14, 2025
BUY
N/A
3,807 Added 1.51%
256,060 $0
Q3 2024

Nov 14, 2024
BUY
N/A
107,192 Added 73.89%
252,253 $0
Q2 2024

Aug 14, 2024
BUY
N/A
43,024 Added 42.17%
145,061 $8.63 Million
Q1 2024

May 10, 2024
BUY
N/A
102,037 New
102,037 $0
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