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Beacon Pointe Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Beacon Pointe 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
2026
Q1 		$21.7M Sell
605,833
-213
-0% -$7.76K 0.11% 175
2025
Q4 		$20.4M Buy
606,046
+10,161
+2% +$335K 0.14% 154
2025
Q3 		$19M Buy
595,885
+47,479
+9% +$1.47M 0.16% 136
2025
Q2 		$16.4M Sell
548,406
-5,312
-1% -$147K 0.17% 125
2025
Q1 		$15M Sell
553,718
-74,727
-12% -$2.01M 0.17% 128
2024
Q4 		$16.5M Sell
628,445
-3,977
-0.6% -$109K 0.18% 122
2024
Q3 		$18M Buy
632,422
+39,079
+7% +$1.07M 0.21% 117
2024
Q2 		$16.3M Buy
593,343
+20,598
+4% +$554K 0.19% 117
2024
Q1 		$14.9M Buy
572,745
+21,899
+4% +$551K 0.17% 135
2023
Q4 		$13.9M Buy
550,846
+10,220
+2% +$243K 0.17% 135
2023
Q3 		$12.8M Buy
540,626
+113,921
+27% +$2.8M 0.16% 142
2023
Q2 		$10.4M Buy
426,705
+71,450
+20% +$1.71M 0.17% 121
2023
Q1 		$8.3M Buy
355,255
+135,832
+62% +$3.19M 0.14% 148
2022
Q4 		$4.96M Buy
219,423
+98,101
+81% +$2.15M 0.1% 192
2022
Q3 		$2.49M Buy
121,322
+70,918
+141% +$1.62M 0.06% 273
2022
Q2 		$1.18M Buy
+50,404
New +$1.23M 0.02% 428

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Fidelity Investments
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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Beacon Pointe Advisors's DFEV Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.04% in Q1 2026, selling an estimated $7.76K and leaving 605,833 shares worth $21.7M. The position accounts for 0.11% of the portfolio, ranked #175.

Beacon Pointe Advisors first reported a position in DFEV in Q2 2022 and has held it in 16 quarters since. 268 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Beacon Pointe Advisors held 605,833 shares of Dimensional Emerging Markets Value ETF worth $21.7M as of Q1 2026.
  • Beacon Pointe Advisors sold 213 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $7.76K.
  • Dimensional Emerging Markets Value ETF made up 0.11% of Beacon Pointe Advisors's portfolio in Q1 2026, its #175 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 268 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.