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AWM
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
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
ADL
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$1.43B AUM
22.07%
1-Year Est. Return
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$208B AUM
16.12%
1-Year Est. Return
RWM
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$5.76B AUM
24.57%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
HighTower Advisors
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$94.2B AUM
21.24%
1-Year Est. Return
EWA
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Oklahoma City, Oklahoma
$3.22B AUM
20.17%
1-Year Est. Return
SM
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Scottsdale, Arizona
$329M AUM
24.11%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
TWD
True Wealth Design
Akron, Ohio
$360M AUM
18.28%
1-Year Est. Return
MAM
Marquette Asset Management
Minneapolis, Minnesota
$776M AUM
23.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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