CX Institutional
DFEV icon

CX Institutional’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

CX Institutional’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
Q3 		$6K Sell
132
-2,182
-94% -$91K ﹤0.01% 1422
2026
Q2 		$99K Buy
+2,314
New +$94.6K ﹤0.01% 862

Other funds holding DFEV

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

CX Institutional's DFEV Position: Q3 2026 in Review

CX Institutional reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 94% in Q3 2026, selling an estimated $91K and leaving 132 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

CX Institutional first reported a position in DFEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $99K in Q2 2026. 91 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • CX Institutional held 132 shares of Dimensional Emerging Markets Value ETF worth $6K as of Q3 2026.
  • CX Institutional sold 2,182 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $91K.
  • Dimensional Emerging Markets Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1422 holding.
  • CX Institutional first reported a position in Dimensional Emerging Markets Value ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Dimensional Emerging Markets Value ETF position peaked at $99K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.