AWM
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Accredited Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$12.8K Sell
85
-315
-79% -$9.76K 0.01% 245
2025
Q2 		$12K Hold
400
– – 0.01% 243
2025
Q1 		$10.8K Hold
400
– – 0.01% 232
2024
Q4 		$10.5K Buy
+400
New +$11K 0.01% 246

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Accredited Wealth Management's DFEV Position: Q3 2025 in Review

Accredited Wealth Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 79% in Q3 2025, selling an estimated $9.76K and leaving 85 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #245.

Accredited Wealth Management first reported a position in DFEV in Q4 2024 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold DFEV as of Q3 2025.

  • Accredited Wealth Management held 85 shares of Dimensional Emerging Markets Value ETF worth $12.8K as of Q3 2025.
  • Accredited Wealth Management sold 315 Dimensional Emerging Markets Value ETF shares in Q3 2025, an estimated $9.76K.
  • Dimensional Emerging Markets Value ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #245 holding.
  • Accredited Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.