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

Avondale 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
2025 Q3	–	Sell	-2,000	Closed	-$60K	–	72
2025 Q2	$60K	Hold	2,000	–	–	0.03%	89
2025 Q1	$54.1K	Hold	2,000	–	–	0.03%	85
2024 Q4	$52.4K	Hold	2,000	–	–	0.03%	84
2024 Q3	$56.9K	Hold	2,000	–	–	0.04%	83
2024 Q2	$55K	Sell	2,000 -2,000	-50%	-$53.8K	0.04%	86
2024 Q1	$104K	Hold	4,000	–	–	0.07%	61
2023 Q4	$101K	Sell	4,000 -19,500	-83%	-$464K	0.08%	58
2023 Q3	$556K	Buy	23,500 +2,000	+9%	+$49.1K	0.49%	24
2023 Q2	$524K	Hold	21,500	–	–	0.44%	26
2023 Q1	$503K	Buy	+21,500	New	+$505K	0.43%	26

Other funds holding DFEV

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TWD

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

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 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 $21.5B AUM 23.65% 1-Year Est. Return

Avondale Wealth Management's DFEV Position: Q3 2025 in Review

Avondale Wealth Management sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q3 2025, closing a stake of 2,000 shares — an estimated $60K sold.

Avondale Wealth Management first reported a position in DFEV in Q1 2023 and held it in 10 quarters. The position peaked at $556K in Q3 2023. 226 funds tracked by Wall St. Rank hold DFEV as of Q3 2025.

Avondale Wealth Management reported no remaining Dimensional Emerging Markets Value ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 2,000 Dimensional Emerging Markets Value ETF shares in Q3 2025, an estimated $60K.
Avondale Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and held it in 10 quarters.
Avondale Wealth Management's Dimensional Emerging Markets Value ETF position peaked at $556K in Q3 2023.
226 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.