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Blue Oak Capital’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Blue Oak Capital’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 		$2.57M Buy
85,789
+4,399
+5% +$122K 1.35% 20
2025
Q1 		$2.2M Buy
81,390
+3,680
+5% +$98.9K 1.22% 23
2024
Q4 		$2.04M Buy
+77,710
New +$2.13M 1.24% 21

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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
SM
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 $18.9B AUM 18.9% 1-Year Est. Return

Blue Oak Capital's DFEV Position: Q2 2025 in Review

Blue Oak Capital increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 5.4% in Q2 2025, buying an estimated $122K and bringing the position to 85,789 shares worth $2.57M. The position accounts for 1.35% of the portfolio, ranked #20.

Blue Oak Capital first reported a position in DFEV in Q4 2024 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold DFEV as of Q2 2025.

  • Blue Oak Capital held 85,789 shares of Dimensional Emerging Markets Value ETF worth $2.57M as of Q2 2025.
  • Blue Oak Capital bought 4,399 Dimensional Emerging Markets Value ETF shares in Q2 2025, an estimated $122K.
  • Dimensional Emerging Markets Value ETF made up 1.35% of Blue Oak Capital's portfolio in Q2 2025, its #20 holding.
  • Blue Oak Capital first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.