DiNuzzo Private Wealth’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

DiNuzzo Private Wealth’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	$8.22M	Sell	192,576 -12,779	-6%	-$523K	0.81%	23
2026 Q1	$7.35M	Sell	205,355 -3,921	-2%	-$143K	0.79%	22
2025 Q4	$7.06M	Sell	209,276 -16,408	-7%	-$541K	0.77%	22
2025 Q3	$6.96M	Sell	225,684 -222	-0.1%	-$6.88K	0.79%	22
2025 Q2	$6.77M	Buy	225,906 +6,567	+3%	+$182K	0.8%	22
2025 Q1	$5.93M	Buy	219,339 +2,164	+1%	+$58.1K	0.75%	22
2024 Q4	$5.69M	Buy	217,175 +2,362	+1%	+$64.8K	0.72%	22
2024 Q3	$6.11M	Buy	214,813 +1,011	+0.5%	+$27.7K	0.75%	22
2024 Q2	$5.88M	Buy	213,802 +2,124	+1%	+$57.1K	0.79%	22
2024 Q1	$5.5M	Buy	211,678 +1,224	+0.6%	+$30.8K	0.74%	23
2023 Q4	$5.3M	Buy	+210,454	New	+$5.01M	0.75%	23

Other funds holding DFEV

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return