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CSP Financial Group’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

CSP Financial Group’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 		$2.09M Buy
48,924
+5,601
+13% +$229K 1.78% 12
2026
Q1 		$1.55M Buy
+43,323
New +$1.58M 1.59% 12

Other funds holding DFEV

Jones Financial Companies
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

CSP Financial Group's DFEV Position: Q2 2026 in Review

CSP Financial Group increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 13% in Q2 2026, buying an estimated $229K and bringing the position to 48,924 shares worth $2.09M. The position accounts for 1.78% of the portfolio, ranked #12.

CSP Financial Group first reported a position in DFEV in Q1 2026 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • CSP Financial Group held 48,924 shares of Dimensional Emerging Markets Value ETF worth $2.09M as of Q2 2026.
  • CSP Financial Group bought 5,601 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $229K.
  • Dimensional Emerging Markets Value ETF made up 1.78% of CSP Financial Group's portfolio in Q2 2026, its #12 holding.
  • CSP Financial Group first reported a position in Dimensional Emerging Markets Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on CSP Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.