Avantax Advisory Services’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$246K	Sell	8,208 -2,656	-24%	-$73.7K	﹤0.01%	2064
2025 Q1	$294K	Buy	+10,864	New	+$292K	﹤0.01%	1838
2023 Q4	–	Sell	-12,233	Closed	-$290K	–	1594
2023 Q3	$290K	Buy	12,233 +520	+4%	+$12.8K	﹤0.01%	1217
2023 Q2	$285K	Buy	11,713 +1,107	+10%	+$26.6K	﹤0.01%	1213
2023 Q1	$248K	Buy	+10,606	New	+$249K	﹤0.01%	1254

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

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

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

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

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

TWD

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

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 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

Avantax Advisory Services's DFEV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 24% in Q2 2025, selling an estimated $73.7K and leaving 8,208 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Avantax Advisory Services first reported a position in DFEV in Q1 2023 and has held it in 5 quarters since. The position peaked at $294K in Q1 2025. 203 funds tracked by Wall St. Rank hold DFEV as of Q2 2025.

Avantax Advisory Services held 8,208 shares of Dimensional Emerging Markets Value ETF worth $246K as of Q2 2025.
Avantax Advisory Services sold 2,656 Dimensional Emerging Markets Value ETF shares in Q2 2025, an estimated $73.7K.
Dimensional Emerging Markets Value ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2064 holding.
Avantax Advisory Services first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and has held it in 5 quarters since.
Avantax Advisory Services's Dimensional Emerging Markets Value ETF position peaked at $294K in Q1 2025.
203 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.