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 Q3	$19.7M	Sell	464,151 -19,546	-4%	-$816K	7.48%	4
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Eagle Wealth Strategies's DFEV Position: Q3 2026 in Review

Eagle Wealth Strategies reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 4% in Q3 2026, selling an estimated $816K and leaving 464,151 shares worth $19.7M. The position accounts for 7.48% of the portfolio, ranked #4.

Eagle Wealth Strategies first reported a position in DFEV in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.6M in Q2 2026. 142 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Eagle Wealth Strategies held 464,151 shares of Dimensional Emerging Markets Value ETF worth $19.7M as of Q3 2026.
Eagle Wealth Strategies sold 19,546 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $816K.
Dimensional Emerging Markets Value ETF made up 7.48% of Eagle Wealth Strategies's portfolio in Q3 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 7 quarters since.
Eagle Wealth Strategies's Dimensional Emerging Markets Value ETF position peaked at $20.6M in Q2 2026.
142 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Eagle Wealth Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.