EFP
DFEV icon

Envision Financial Planning’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Envision Financial Planning’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
2024
Q1 		– Sell
-21,425
Closed -$540K – 31
2023
Q4 		$540K Buy
+21,425
New +$510K 0.47% 22

Other funds holding DFEV

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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Envision Financial Planning's DFEV Position: Q1 2024 in Review

Envision Financial Planning sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2024, closing a stake of 21,425 shares — an estimated $540K sold.

Envision Financial Planning first reported a position in DFEV in Q4 2023 and held it in 1 quarter. The position peaked at $540K in Q4 2023. 126 funds tracked by Wall St. Rank hold DFEV as of Q1 2024.

  • Envision Financial Planning reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2024 after selling out during the quarter.
  • Envision Financial Planning sold 21,425 Dimensional Emerging Markets Value ETF shares in Q1 2024, an estimated $540K.
  • Envision Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and held it in 1 quarter.
  • Envision Financial Planning's Dimensional Emerging Markets Value ETF position peaked at $540K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2024.

Based on Envision Financial Planning's 13F filing for Q1 2024, filed 30 Apr 2024.