Elevate Wealth Advisory’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Elevate Wealth Advisory’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	$154K	Sell	3,618 -7	-0.2%	-$286	0.09%	85
2026 Q1	$130K	Hold	3,625	–	–	0.08%	81
2025 Q4	$122K	Buy	3,625 +24	+0.7%	+$792	0.08%	75
2025 Q3	$115K	Buy	3,601 +94	+3%	+$2.91K	0.08%	76
2025 Q2	$105K	Hold	3,507	–	–	0.07%	85
2025 Q1	$94.9K	Sell	3,507 -3,201	-48%	-$86K	0.07%	85
2024 Q4	$176K	Hold	6,708	–	–	0.13%	69
2024 Q3	$191K	Buy	6,708 +43	+0.6%	+$1.18K	0.14%	72
2024 Q2	$183K	Hold	6,665	–	–	0.15%	66
2024 Q1	$173K	Sell	6,665 -1,601	-19%	-$40.3K	0.15%	61
2023 Q4	$208K	Buy	+8,266	New	+$197K	0.19%	59

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

Elevate Wealth Advisory's DFEV Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.19% in Q2 2026, selling an estimated $286 and leaving 3,618 shares worth $154K. The position accounts for 0.09% of the portfolio, ranked #85.

Elevate Wealth Advisory first reported a position in DFEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $208K in Q4 2023. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Elevate Wealth Advisory held 3,618 shares of Dimensional Emerging Markets Value ETF worth $154K as of Q2 2026.
Elevate Wealth Advisory sold 7 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $286.
Dimensional Emerging Markets Value ETF made up 0.09% of Elevate Wealth Advisory's portfolio in Q2 2026, its #85 holding.
Elevate Wealth Advisory first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's Dimensional Emerging Markets Value ETF position peaked at $208K in Q4 2023.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

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