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Coston McIsaac & Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Coston McIsaac & 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
Q1 		$3K Hold
111
– – ﹤0.01% 718
2025
Q4 		$3K Buy
+111
New +$3.66K ﹤0.01% 707

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Coston McIsaac & Partners's DFEV Position: Q1 2026 in Review

Coston McIsaac & Partners held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q1 2026 at 111 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Coston McIsaac & Partners first reported a position in DFEV in Q4 2025 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Coston McIsaac & Partners held 111 shares of Dimensional Emerging Markets Value ETF worth $3K as of Q1 2026.
  • Coston McIsaac & Partners left its Dimensional Emerging Markets Value ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Value ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #718 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.