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

AE 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
2026
Q2 		$11.8M Buy
275,843
+602
+0.2% +$24.6K 0.05% 279
2026
Q1 		$9.85M Buy
275,241
+3,895
+1% +$142K 0.05% 294
2025
Q4 		$9.16M Sell
271,346
-16,755
-6% -$553K 0.05% 298
2025
Q3 		$9.19M Sell
288,101
-13,261
-4% -$411K 0.06% 283
2025
Q2 		$9.04M Buy
301,362
+33,994
+13% +$944K 0.07% 263
2025
Q1 		$7.23M Buy
267,368
+22,775
+9% +$612K 0.06% 284
2024
Q4 		$6.41M Buy
244,593
+28,217
+13% +$774K 0.05% 304
2024
Q3 		$6.16M Buy
216,376
+20,448
+10% +$560K 0.06% 297
2024
Q2 		$5.39M Buy
195,928
+12,134
+7% +$326K 0.05% 313
2024
Q1 		$4.77M Sell
183,794
-85,691
-32% -$2.16M 0.05% 308
2023
Q4 		$6.63M Buy
269,485
+28,805
+12% +$686K 0.03% 508
2023
Q3 		$5.7M Buy
240,680
+30,796
+15% +$757K 0.03% 511
2023
Q2 		$5.11M Buy
209,884
+31,125
+17% +$747K 0.03% 527
2023
Q1 		$4.18M Buy
178,759
+113,245
+173% +$2.66M 0.03% 552
2022
Q4 		$1.48M Buy
65,514
+16,296
+33% +$357K 0.01% 848
2022
Q3 		$1.01M Buy
+49,218
New +$1.13M 0.01% 933

Other funds holding DFEV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

AE Wealth Management's DFEV Position: Q2 2026 in Review

AE Wealth Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.22% in Q2 2026, buying an estimated $24.6K and bringing the position to 275,843 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #279.

AE Wealth Management first reported a position in DFEV in Q3 2022 and has held it in 16 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • AE Wealth Management held 275,843 shares of Dimensional Emerging Markets Value ETF worth $11.8M as of Q2 2026.
  • AE Wealth Management bought 602 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $24.6K.
  • Dimensional Emerging Markets Value ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #279 holding.
  • AE Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.