B
DFEV icon

Bridgeworth’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Bridgeworth’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
2023
Q4 		$4.93M Buy
195,483
+3,519
+2% +$83.8K 0.49% 31
2023
Q3 		$4.54M Buy
191,964
+21,916
+13% +$539K 0.5% 31
2023
Q2 		$4.14M Buy
170,048
+48,207
+40% +$1.16M 0.46% 34
2023
Q1 		$2.85M Buy
+121,841
New +$2.86M 0.36% 40

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

Bridgeworth's DFEV Position: Q4 2023 in Review

Bridgeworth increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 1.8% in Q4 2023, buying an estimated $83.8K and bringing the position to 195,483 shares worth $4.93M. The position accounts for 0.49% of the portfolio, ranked #31.

Bridgeworth first reported a position in DFEV in Q1 2023 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold DFEV as of Q4 2023.

  • Bridgeworth held 195,483 shares of Dimensional Emerging Markets Value ETF worth $4.93M as of Q4 2023.
  • Bridgeworth bought 3,519 Dimensional Emerging Markets Value ETF shares in Q4 2023, an estimated $83.8K.
  • Dimensional Emerging Markets Value ETF made up 0.49% of Bridgeworth's portfolio in Q4 2023, its #31 holding.
  • Bridgeworth first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.