AA Financial Advisors
DFEV icon

AA Financial Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

AA Financial Advisors’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.22M Buy
28,686
+1,738
+6% +$72.5K 0.14% 107
2026
Q2 		$1.15M Sell
26,948
-2,094
-7% -$85.6K 0.14% 107
2026
Q1 		$1.04M Buy
+29,042
New +$1.06M 0.15% 107

Other funds holding DFEV

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

AA Financial Advisors's DFEV Position: Q3 2026 in Review

AA Financial Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 6.4% in Q3 2026, buying an estimated $72.5K and bringing the position to 28,686 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #107.

AA Financial Advisors first reported a position in DFEV in Q1 2026 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • AA Financial Advisors held 28,686 shares of Dimensional Emerging Markets Value ETF worth $1.22M as of Q3 2026.
  • AA Financial Advisors bought 1,738 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $72.5K.
  • Dimensional Emerging Markets Value ETF made up 0.14% of AA Financial Advisors's portfolio in Q3 2026, its #107 holding.
  • AA Financial Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.