Boyce & Associates Wealth Consulting’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Boyce & Associates Wealth Consulting’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 Q3	$2.24M	Buy	52,755 +10,116	+24%	+$422K	1.36%	20
2026 Q2	$1.82M	Buy	42,639 +602	+1%	+$24.6K	1.26%	21
2026 Q1	$1.5M	Sell	42,037 -2,233	-5%	-$81.4K	1.14%	24
2025 Q4	$1.49M	Sell	44,270 -348	-0.8%	-$11.5K	1.25%	19
2025 Q3	$1.42M	Sell	44,618 -22,557	-34%	-$699K	1.16%	21
2025 Q2	$2.01M	Sell	67,175 -19,190	-22%	-$533K	1.84%	12
2025 Q1	$2.34M	Buy	86,365 +5,514	+7%	+$148K	2.34%	10
2024 Q4	$2.12M	Buy	80,851 +9,737	+14%	+$267K	2.14%	11
2024 Q3	$2.02M	Buy	71,114 +2,971	+4%	+$81.3K	2.1%	10
2024 Q2	$1.87M	Buy	68,143 +9,378	+16%	+$252K	2.2%	10
2024 Q1	$1.53M	Buy	58,765 +2,683	+5%	+$67.5K	1.97%	11
2023 Q4	$1.41M	Buy	56,082 +482	+0.9%	+$11.5K	2.06%	10
2023 Q3	$1.32M	Buy	55,600 +3,191	+6%	+$78.4K	2.19%	10
2023 Q2	$1.28M	Buy	+52,409	New	+$1.26M	2.13%	10

Other funds holding DFEV

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Boyce & Associates Wealth Consulting's DFEV Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 24% in Q3 2026, buying an estimated $422K and bringing the position to 52,755 shares worth $2.24M. The position accounts for 1.36% of the portfolio, ranked #20.

Boyce & Associates Wealth Consulting first reported a position in DFEV in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q1 2025. 45 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Boyce & Associates Wealth Consulting held 52,755 shares of Dimensional Emerging Markets Value ETF worth $2.24M as of Q3 2026.
Boyce & Associates Wealth Consulting bought 10,116 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $422K.
Dimensional Emerging Markets Value ETF made up 1.36% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #20 holding.
Boyce & Associates Wealth Consulting first reported a position in Dimensional Emerging Markets Value ETF in Q2 2023 and has held it in 14 quarters since.
Boyce & Associates Wealth Consulting's Dimensional Emerging Markets Value ETF position peaked at $2.34M in Q1 2025.
45 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.