Estate Counselors
DFEV icon

Estate Counselors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Estate Counselors’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
Q3 		$9.6M Buy
227,365
+52,275
+30% +$2.18M 0.86% 10
2026
Q2 		$7.47M Sell
175,090
-8,385
-5% -$343K 0.64% 21
2026
Q1 		$6.56M Sell
183,475
-640
-0.3% -$23.3K 0.58% 19
2025
Q4 		$6.21M Buy
184,115
+2,865
+2% +$94.5K 0.52% 29
2025
Q3 		$5.78M Buy
+181,250
New +$5.62M 0.5% 31

Other funds holding DFEV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Estate Counselors's DFEV Position: Q3 2026 in Review

Estate Counselors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 30% in Q3 2026, buying an estimated $2.18M and bringing the position to 227,365 shares worth $9.6M. The position accounts for 0.86% of the portfolio, ranked #10.

Estate Counselors first reported a position in DFEV in Q3 2025 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • Estate Counselors held 227,365 shares of Dimensional Emerging Markets Value ETF worth $9.6M as of Q3 2026.
  • Estate Counselors bought 52,275 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $2.18M.
  • Dimensional Emerging Markets Value ETF made up 0.86% of Estate Counselors's portfolio in Q3 2026, its #10 holding.
  • Estate Counselors first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 270 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Estate Counselors's 13F filing for Q3 2026, filed 13 Nov 2026.