Concord Wealth Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Concord Wealth Partners’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	$14.8K	Buy	+346	New	+$14.2K	﹤0.01%	519
2026 Q1	–	Sell	-74	Closed	-$2.48K	–	329
2025 Q4	$2.48K	Hold	74	–	–	﹤0.01%	693
2025 Q3	$2.35K	Hold	74	–	–	﹤0.01%	703
2025 Q2	$2.21K	Hold	74	–	–	﹤0.01%	713
2025 Q1	$1.99K	Buy	+74	New	+$1.99K	﹤0.01%	675

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

Concord Wealth Partners's DFEV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional Emerging Markets Value ETF (DFEV) in Q2 2026: 346 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFEV as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFEV in Q1 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Concord Wealth Partners held 346 shares of Dimensional Emerging Markets Value ETF worth $14.8K as of Q2 2026.
Dimensional Emerging Markets Value ETF was a new Concord Wealth Partners position in Q2 2026.
Dimensional Emerging Markets Value ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #519 holding.
Concord Wealth Partners first reported a position in Dimensional Emerging Markets Value ETF in Q1 2025 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.