EP Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

EP Wealth Advisors’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	$14.6M	Buy	341,314 +325,319	+2,034%	+$13.3M	0.06%	223
2026 Q1	$572K	Sell	15,995 -738	-4%	-$26.9K	﹤0.01%	846
2025 Q4	$565K	Buy	+16,733	New	+$552K	﹤0.01%	824
2025 Q2	$596K	Sell	19,890 -25,620	-56%	-$711K	﹤0.01%	721
2025 Q1	$1.23M	Sell	45,510 -49,219	-52%	-$1.32M	0.01%	459
2024 Q4	$2.48M	Buy	+94,729	New	+$2.6M	0.02%	326

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

EP Wealth Advisors's DFEV Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 2,034% in Q2 2026, buying an estimated $13.3M and bringing the position to 341,314 shares worth $14.6M. The position accounts for 0.06% of the portfolio, ranked #223.

EP Wealth Advisors first reported a position in DFEV in Q4 2024 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

EP Wealth Advisors held 341,314 shares of Dimensional Emerging Markets Value ETF worth $14.6M as of Q2 2026.
EP Wealth Advisors bought 325,319 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $13.3M.
Dimensional Emerging Markets Value ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #223 holding.
EP Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.