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B.O.S.S. Retirement Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

B.O.S.S. Retirement Advisors’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
-14,677
Closed -$418K – 209
2024
Q3 		$418K Buy
14,677
+2,023
+16% +$55.4K 0.08% 160
2024
Q2 		$348K Buy
+12,654
New +$340K 0.09% 139
2024
Q1 		– Sell
-7,938
Closed -$200K – 151
2023
Q4 		$200K Buy
+7,938
New +$189K 0.04% 240

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

B.O.S.S. Retirement Advisors's DFEV Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q4 2024, closing a stake of 14,677 shares — an estimated $418K sold.

B.O.S.S. Retirement Advisors first reported a position in DFEV in Q4 2023 and held it in 3 quarters. The position peaked at $418K in Q3 2024. 181 funds tracked by Wall St. Rank hold DFEV as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Dimensional Emerging Markets Value ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 14,677 Dimensional Emerging Markets Value ETF shares in Q4 2024, an estimated $418K.
  • B.O.S.S. Retirement Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and held it in 3 quarters.
  • B.O.S.S. Retirement Advisors's Dimensional Emerging Markets Value ETF position peaked at $418K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.