EAN
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Excelsior Advisor Network’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Excelsior Advisor Network’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 		$356K Sell
8,355
-42
-0.5% -$1.72K 0.05% 331
2026
Q1 		$300K Buy
8,397
+200
+2% +$7.29K 0.11% 157
2025
Q4 		$277K Buy
+8,197
New +$270K 0.13% 130

Other funds holding DFEV

Jones Financial Companies
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
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

Excelsior Advisor Network's DFEV Position: Q2 2026 in Review

Excelsior Advisor Network reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.5% in Q2 2026, selling an estimated $1.72K and leaving 8,355 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #331.

Excelsior Advisor Network first reported a position in DFEV in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Excelsior Advisor Network held 8,355 shares of Dimensional Emerging Markets Value ETF worth $356K as of Q2 2026.
  • Excelsior Advisor Network sold 42 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $1.72K.
  • Dimensional Emerging Markets Value ETF made up 0.05% of Excelsior Advisor Network's portfolio in Q2 2026, its #331 holding.
  • Excelsior Advisor Network first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.