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Aspire Private Capital’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Aspire Private Capital’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
-1,336
Closed -$38K – 271
2024
Q3 		$38K Sell
1,336
-110
-8% -$3.01K 0.01% 252
2024
Q2 		$39.8K Buy
1,446
+133
+10% +$3.58K 0.01% 252
2024
Q1 		$34.1K Buy
1,313
+304
+30% +$7.65K 0.01% 265
2023
Q4 		$25.4K Buy
1,009
+279
+38% +$6.64K 0.01% 285
2023
Q3 		$17.3K Buy
730
+233
+47% +$5.72K 0.01% 327
2023
Q2 		$12.1K Buy
+497
New +$11.9K ﹤0.01% 355

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
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
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
SM
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

Aspire Private Capital's DFEV Position: Q4 2024 in Review

Aspire Private Capital sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q4 2024, closing a stake of 1,336 shares — an estimated $38K sold.

Aspire Private Capital first reported a position in DFEV in Q2 2023 and held it in 6 quarters. The position peaked at $39.8K in Q2 2024. 181 funds tracked by Wall St. Rank hold DFEV as of Q4 2024.

  • Aspire Private Capital reported no remaining Dimensional Emerging Markets Value ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 1,336 Dimensional Emerging Markets Value ETF shares in Q4 2024, an estimated $38K.
  • Aspire Private Capital first reported a position in Dimensional Emerging Markets Value ETF in Q2 2023 and held it in 6 quarters.
  • Aspire Private Capital's Dimensional Emerging Markets Value ETF position peaked at $39.8K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.