FIC
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Family Investment Center’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Family Investment Center’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
Q1 		$20.4M Buy
569,480
+461,271
+426% +$16.8M 3.92% 9
2025
Q4 		$3.65M Buy
108,209
+645
+0.6% +$21.3K 0.74% 23
2025
Q3 		$3.43M Buy
107,564
+3,285
+3% +$102K 0.71% 23
2025
Q2 		$3.13M Buy
104,279
+3,430
+3% +$95.2K 0.71% 24
2025
Q1 		$2.73M Sell
100,849
-263,599
-72% -$7.08M 0.67% 26
2024
Q4 		$9.55M Sell
364,448
-35,160
-9% -$964K 2.42% 14
2024
Q3 		$11.4M Buy
399,608
+13,919
+4% +$381K 2.86% 14
2024
Q2 		$10.6M Buy
385,689
+315,299
+448% +$8.48M 3.17% 12
2024
Q1 		$1.83M Buy
70,390
+55,453
+371% +$1.39M 0.59% 24
2023
Q4 		$376K Buy
+14,937
New +$356K 0.19% 41

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Family Investment Center's DFEV Position: Q1 2026 in Review

Family Investment Center increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 426% in Q1 2026, buying an estimated $16.8M and bringing the position to 569,480 shares worth $20.4M. The position accounts for 3.92% of the portfolio, ranked #9.

Family Investment Center first reported a position in DFEV in Q4 2023 and has held it in 10 quarters since. 269 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Family Investment Center held 569,480 shares of Dimensional Emerging Markets Value ETF worth $20.4M as of Q1 2026.
  • Family Investment Center bought 461,271 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $16.8M.
  • Dimensional Emerging Markets Value ETF made up 3.92% of Family Investment Center's portfolio in Q1 2026, its #9 holding.
  • Family Investment Center first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.