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Evergreen Capital Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Evergreen Capital Management’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
-7,900
Closed -$207K – 1117
2024
Q4 		$207K Hold
7,900
– – 0.01% 977
2024
Q3 		$225K Hold
7,900
– – 0.01% 863
2024
Q2 		$217K Hold
7,900
– – 0.01% 816
2024
Q1 		$205K Buy
+7,900
New +$199K 0.01% 791

Other funds holding DFEV

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

Evergreen Capital Management's DFEV Position: Q1 2025 in Review

Evergreen Capital Management sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2025, closing a stake of 7,900 shares — an estimated $207K sold.

Evergreen Capital Management first reported a position in DFEV in Q1 2024 and held it in 4 quarters. The position peaked at $225K in Q3 2024. 192 funds tracked by Wall St. Rank hold DFEV as of Q1 2025.

  • Evergreen Capital Management reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 7,900 Dimensional Emerging Markets Value ETF shares in Q1 2025, an estimated $207K.
  • Evergreen Capital Management first reported a position in Dimensional Emerging Markets Value ETF in Q1 2024 and held it in 4 quarters.
  • Evergreen Capital Management's Dimensional Emerging Markets Value ETF position peaked at $225K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.