Family CFO’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Family CFO’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	$735K	Hold	17,336	–	–	0.29%	36
2026 Q2	$740K	Hold	17,336	–	–	0.28%	32
2026 Q1	$620K	Hold	17,336	–	–	0.28%	31
2025 Q4	$585K	Hold	17,336	–	–	0.26%	27
2025 Q3	$553K	Buy	17,336 +1,923	+12%	+$59.6K	0.25%	29
2025 Q2	$462K	Buy	15,413 +12,383	+409%	+$344K	0.23%	29
2025 Q1	$82K	Hold	3,030	–	–	0.05%	46
2024 Q4	$79.4K	Buy	3,030 +513	+20%	+$14.1K	0.04%	44
2024 Q3	$71.6K	Hold	2,517	–	–	0.04%	48
2024 Q2	$69.2K	Hold	2,517	–	–	0.04%	40
2024 Q1	$65.3K	Buy	2,517 +806	+47%	+$20.3K	0.04%	42
2023 Q4	$43.1K	Buy	+1,711	New	+$40.7K	0.03%	45

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Family CFO's DFEV Position: Q3 2026 in Review

Family CFO held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q3 2026 at 17,336 shares worth $735K. The position accounts for 0.29% of the portfolio, ranked #36.

Family CFO first reported a position in DFEV in Q4 2023 and has held it in 12 quarters since. The position peaked at $740K in Q2 2026. 212 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Family CFO held 17,336 shares of Dimensional Emerging Markets Value ETF worth $735K as of Q3 2026.
Family CFO left its Dimensional Emerging Markets Value ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Value ETF made up 0.29% of Family CFO's portfolio in Q3 2026, its #36 holding.
Family CFO first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 12 quarters since.
Family CFO's Dimensional Emerging Markets Value ETF position peaked at $740K in Q2 2026.
212 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Family CFO's 13F filing for Q3 2026, filed 30 Oct 2026.