Altiora Financial Group’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Altiora Financial 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
2026 Q1	$811K	Hold	22,676	–	–	0.13%	60
2025 Q4	$765K	Hold	22,676	–	–	0.13%	57
2025 Q3	$723K	Hold	22,676	–	–	0.13%	53
2025 Q2	$680K	Hold	22,676	–	–	0.13%	57
2025 Q1	$613K	Hold	22,676	–	–	0.13%	59
2024 Q4	$594K	Hold	22,676	–	–	0.13%	62
2024 Q3	$645K	Buy	22,676 +26	+0.1%	+$712	0.14%	61
2024 Q2	$623K	Hold	22,650	–	–	0.15%	56
2024 Q1	$588K	Hold	22,650	–	–	0.16%	50
2023 Q4	$571K	Hold	22,650	–	–	0.17%	50
2023 Q3	$536K	Hold	22,650	–	–	0.25%	34
2023 Q2	$552K	Hold	22,650	–	–	0.24%	38
2023 Q1	$529K	Hold	22,650	–	–	0.24%	37
2022 Q4	$512K	Buy	+22,650	New	+$496K	0.26%	33

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors

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

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return