Allen Capital Group’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Allen Capital Group’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
2024 Q4	–	Sell	-17,652	Closed	-$502K	–	225
2024 Q3	$502K	Hold	17,652	–	–	0.06%	141
2024 Q2	$485K	Hold	17,652	–	–	0.07%	135
2024 Q1	$458K	Sell	17,652 -3,846	-18%	-$96.7K	0.06%	134
2023 Q4	$542K	Sell	21,498 -3,620	-14%	-$86.2K	0.09%	117
2023 Q3	$591K	Buy	25,118 +227	+0.9%	+$5.58K	0.1%	112
2023 Q2	$607K	Sell	24,891 -328	-1%	-$7.87K	0.1%	113
2023 Q1	$590K	Buy	+25,219	New	+$592K	0.11%	114

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Allen Capital Group's DFEV Position: Q4 2024 in Review

Allen Capital Group sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q4 2024, closing a stake of 17,652 shares — an estimated $502K sold.

Allen Capital Group first reported a position in DFEV in Q1 2023 and held it in 7 quarters. The position peaked at $607K in Q2 2023. 181 funds tracked by Wall St. Rank hold DFEV as of Q4 2024.

Allen Capital Group reported no remaining Dimensional Emerging Markets Value ETF position as of Q4 2024 after selling out during the quarter.
Allen Capital Group sold 17,652 Dimensional Emerging Markets Value ETF shares in Q4 2024, an estimated $502K.
Allen Capital Group first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and held it in 7 quarters.
Allen Capital Group's Dimensional Emerging Markets Value ETF position peaked at $607K in Q2 2023.
181 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2024.

Based on Allen Capital Group's 13F filing for Q4 2024, filed 23 Jan 2025.