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

EverSource 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	$719K	Sell	16,858 -9,972	-37%	-$408K	0.02%	436
2026 Q1	$960K	Sell	26,830 -3,630	-12%	-$132K	0.03%	392
2025 Q4	$1.03M	Sell	30,460 -1,820	-6%	-$60K	0.04%	334
2025 Q3	$1.03M	Buy	32,280 +6,262	+24%	+$194K	0.04%	304
2025 Q2	$780K	Buy	+26,018	New	+$722K	0.04%	335

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

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

EverSource Wealth Advisors reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 37% in Q2 2026, selling an estimated $408K and leaving 16,858 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #436.

EverSource Wealth Advisors first reported a position in DFEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

EverSource Wealth Advisors held 16,858 shares of Dimensional Emerging Markets Value ETF worth $719K as of Q2 2026.
EverSource Wealth Advisors sold 9,972 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $408K.
Dimensional Emerging Markets Value ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #436 holding.
EverSource Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Dimensional Emerging Markets Value ETF position peaked at $1.03M in Q3 2025.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.