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E-Wealth Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

E-Wealth 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
Q2 		$597K Hold
14,000
– – 0.43% 31
2026
Q1 		$501K Buy
14,000
+2,157
+18% +$78.6K 0.4% 35
2025
Q4 		$400K Buy
+11,843
New +$391K 0.34% 41

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 $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

E-Wealth Partners's DFEV Position: Q2 2026 in Review

E-Wealth Partners held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q2 2026 at 14,000 shares worth $597K. The position accounts for 0.43% of the portfolio, ranked #31.

E-Wealth Partners first reported a position in DFEV in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • E-Wealth Partners held 14,000 shares of Dimensional Emerging Markets Value ETF worth $597K as of Q2 2026.
  • E-Wealth Partners left its Dimensional Emerging Markets Value ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Markets Value ETF made up 0.43% of E-Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • E-Wealth Partners first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.