Daner Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Daner Wealth Management’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	$572K	Buy	13,635 +1,815	+15%	+$74.2K	0.31%	44
2026 Q1	$488K	Buy	11,820 +1,777	+18%	+$64.8K	0.29%	47
2025 Q4	$377K	Sell	10,043 -609	-6%	-$20.1K	0.23%	60
2025 Q3	$345K	Sell	10,652 -420	-4%	-$13K	0.22%	51
2025 Q2	$344K	Buy	+11,072	New	+$307K	0.24%	51
2024 Q4	$318K	Buy	+11,930	New	+$327K	0.23%	47

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

Daner Wealth Management's DFEV Position: Q2 2026 in Review

Daner Wealth Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 15% in Q2 2026, buying an estimated $74.2K and bringing the position to 13,635 shares worth $572K. The position accounts for 0.31% of the portfolio, ranked #44.

Daner Wealth Management first reported a position in DFEV in Q4 2024 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Daner Wealth Management held 13,635 shares of Dimensional Emerging Markets Value ETF worth $572K as of Q2 2026.
Daner Wealth Management bought 1,815 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $74.2K.
Dimensional Emerging Markets Value ETF made up 0.31% of Daner Wealth Management's portfolio in Q2 2026, its #44 holding.
Daner Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.