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

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

Jones Financial Companies

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HighTower Advisors

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Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return