EFP
DFEV icon

EnRich Financial Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

EnRich Financial 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 		$1.4M Sell
32,776
-15,378
-32% -$629K 0.33% 26
2026
Q1 		$1.72M Sell
48,154
-1,092
-2% -$39.8K 0.46% 22
2025
Q4 		$1.66M Sell
49,246
-1,219
-2% -$40.2K 0.45% 23
2025
Q3 		$1.61M Sell
50,465
-748
-1% -$23.2K 0.46% 23
2025
Q2 		$1.54M Sell
51,213
-2,105
-4% -$58.4K 0.47% 23
2025
Q1 		$1.44M Buy
53,318
+697
+1% +$18.7K 0.48% 23
2024
Q4 		$1.38M Sell
52,621
-519
-1% -$14.2K 0.46% 24
2024
Q3 		$1.51M Sell
53,140
-19
-0% -$520 0.51% 23
2024
Q2 		$1.46M Sell
53,159
-645
-1% -$17.3K 0.54% 22
2024
Q1 		$1.4M Sell
53,804
-573
-1% -$14.4K 0.52% 22
2023
Q4 		$1.37M Buy
+54,377
New +$1.29M 0.57% 22

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

EnRich Financial Partners's DFEV Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 32% in Q2 2026, selling an estimated $629K and leaving 32,776 shares worth $1.4M. The position accounts for 0.33% of the portfolio, ranked #26.

EnRich Financial Partners first reported a position in DFEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q1 2026. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • EnRich Financial Partners held 32,776 shares of Dimensional Emerging Markets Value ETF worth $1.4M as of Q2 2026.
  • EnRich Financial Partners sold 15,378 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $629K.
  • Dimensional Emerging Markets Value ETF made up 0.33% of EnRich Financial Partners's portfolio in Q2 2026, its #26 holding.
  • EnRich Financial Partners first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 11 quarters since.
  • EnRich Financial Partners's Dimensional Emerging Markets Value ETF position peaked at $1.72M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.