Eagle Wealth Strategies’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Eagle Wealth Strategies’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	$20.6M	Sell	483,697 -4,767	-1%	-$195K	7.89%	4
2026 Q1	$17.5M	Buy	488,464 +5,483	+1%	+$200K	7.66%	5
2025 Q4	$16.3M	Buy	482,981 +4,413	+0.9%	+$146K	7.59%	5
2025 Q3	$15.3M	Buy	478,568 +8,552	+2%	+$265K	7.59%	5
2025 Q2	$14.1M	Sell	470,016 -1,532	-0.3%	-$42.5K	7.88%	4
2025 Q1	$12.8M	Buy	+471,548	New	+$12.7M	7.83%	4

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

Eagle Wealth Strategies's DFEV Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.98% in Q2 2026, selling an estimated $195K and leaving 483,697 shares worth $20.6M. The position accounts for 7.89% of the portfolio, ranked #4.

Eagle Wealth Strategies first reported a position in DFEV in Q1 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Eagle Wealth Strategies held 483,697 shares of Dimensional Emerging Markets Value ETF worth $20.6M as of Q2 2026.
Eagle Wealth Strategies sold 4,767 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $195K.
Dimensional Emerging Markets Value ETF made up 7.89% of Eagle Wealth Strategies's portfolio in Q2 2026, its #4 holding.
Eagle Wealth Strategies first reported a position in Dimensional Emerging Markets Value ETF in Q1 2025 and has held it in 6 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.