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

Aspire 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
2024
Q3 		$41.2K Hold
1,448
– – 0.02% 147
2024
Q2 		$39.8K Hold
1,448
– – 0.02% 137
2024
Q1 		$37.6K Buy
1,448
+47
+3% +$1.18K 0.02% 139
2023
Q4 		$35.3K Hold
1,401
– – 0.02% 131
2023
Q3 		$33.2K Hold
1,401
– – 0.03% 126
2023
Q2 		$34.1K Buy
1,401
+249
+22% +$5.98K 0.03% 131
2023
Q1 		$26.9K Buy
1,152
+954
+482% +$22.4K 0.02% 138
2022
Q4 		$4.48K Buy
+198
New +$4.34K ﹤0.01% 174

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Aspire Wealth Management's DFEV Position: Q3 2024 in Review

Aspire Wealth Management held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q3 2024 at 1,448 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #147.

Aspire Wealth Management first reported a position in DFEV in Q4 2022 and has held it in 8 quarters since. 154 funds tracked by Wall St. Rank hold DFEV as of Q3 2024.

  • Aspire Wealth Management held 1,448 shares of Dimensional Emerging Markets Value ETF worth $41.2K as of Q3 2024.
  • Aspire Wealth Management left its Dimensional Emerging Markets Value ETF share count unchanged in Q3 2024.
  • Dimensional Emerging Markets Value ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #147 holding.
  • Aspire Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 154 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.