Equitable Holdings’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Equitable Holdings’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 Q1	$206K	Sell	6,101 -1,721	-22%	-$62.7K	﹤0.01%	1597
2025 Q4	$264K	Sell	7,822 -320	-4%	-$10.6K	﹤0.01%	1381
2025 Q3	$260K	Buy	8,142 +818	+11%	+$25.3K	﹤0.01%	1336
2025 Q2	$220K	Sell	7,324 -2,676	-27%	-$74.3K	﹤0.01%	1334
2025 Q1	$271K	Sell	10,000 -1,584	-14%	-$42.6K	﹤0.01%	1134
2024 Q4	$304K	Buy	+11,584	New	+$318K	﹤0.01%	1035
2024 Q3	–	Sell	-8,322	Closed	-$229K	–	1266
2024 Q2	$229K	Sell	8,322 -665	-7%	-$17.9K	﹤0.01%	1093
2024 Q1	$233K	Buy	+8,987	New	+$226K	﹤0.01%	1040

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return