Envestnet Portfolio Solutions
DFEV icon

Envestnet Portfolio Solutions’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-7,905
Closed -$207K – 1598
2024
Q4 		$207K Buy
+7,905
New +$217K ﹤0.01% 1678

Other funds holding DFEV

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ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Portfolio Solutions's DFEV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2025, closing a stake of 7,905 shares — an estimated $207K sold.

Envestnet Portfolio Solutions first reported a position in DFEV in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 192 funds tracked by Wall St. Rank hold DFEV as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,905 Dimensional Emerging Markets Value ETF shares in Q1 2025, an estimated $207K.
  • Envestnet Portfolio Solutions first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Dimensional Emerging Markets Value ETF position peaked at $207K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.