Bruce G. Allen Investments’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Bruce G. Allen Investments’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 Q2	$201K	Hold	4,703	–	–	0.13%	78
2026 Q1	$168K	Hold	4,703	–	–	0.11%	90
2025 Q4	$159K	Hold	4,703	–	–	0.11%	102
2025 Q3	$150K	Hold	4,703	–	–	0.11%	105
2025 Q2	$141K	Hold	4,703	–	–	0.11%	112
2025 Q1	$127K	Hold	4,703	–	–	0.1%	120
2024 Q4	$123K	Hold	4,703	–	–	0.1%	124
2024 Q3	$134K	Buy	4,703 +64	+1%	+$1.75K	0.1%	124
2024 Q2	$128K	Buy	4,639 +34	+0.7%	+$914	0.11%	123
2024 Q1	$120K	Buy	4,605 +5	+0.1%	+$126	0.1%	135
2023 Q4	$116K	Buy	+4,600	New	+$110K	0.11%	129

Other funds holding DFEV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Bruce G. Allen Investments's DFEV Position: Q2 2026 in Review

Bruce G. Allen Investments held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q2 2026 at 4,703 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #78.

Bruce G. Allen Investments first reported a position in DFEV in Q4 2023 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Bruce G. Allen Investments held 4,703 shares of Dimensional Emerging Markets Value ETF worth $201K as of Q2 2026.
Bruce G. Allen Investments left its Dimensional Emerging Markets Value ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Value ETF made up 0.13% of Bruce G. Allen Investments's portfolio in Q2 2026, its #78 holding.
Bruce G. Allen Investments first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 11 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.