Fiduciary Financial Group
DFEV icon

Fiduciary Financial Group’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Fiduciary Financial Group’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 		$676K Buy
15,941
+4,068
+34% +$170K 0.08% 147
2026
Q2 		$507K Sell
11,873
-217
-2% -$8.87K 0.06% 193
2026
Q1 		$433K Sell
12,090
-73
-0.6% -$2.66K 0.06% 207
2025
Q4 		$410K Sell
12,163
-108
-0.9% -$3.56K 0.06% 203
2025
Q3 		$391K Sell
12,271
-36
-0.3% -$1.12K 0.06% 199
2025
Q2 		$370K Buy
12,307
+27
+0.2% +$750 0.07% 184
2025
Q1 		$306K Buy
12,280
+96
+0.8% +$2.58K 0.07% 186
2024
Q4 		$311K Sell
12,184
-197
-2% -$5.4K 0.07% 183
2024
Q3 		$351K Buy
12,381
+81
+0.7% +$2.22K 0.08% 169
2024
Q2 		$348K Buy
+12,300
New +$331K 0.08% 159

Other funds holding DFEV

Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
NorthAvenue LLC
NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

Fiduciary Financial Group's DFEV Position: Q3 2026 in Review

Fiduciary Financial Group increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 34% in Q3 2026, buying an estimated $170K and bringing the position to 15,941 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #147.

Fiduciary Financial Group first reported a position in DFEV in Q2 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • Fiduciary Financial Group held 15,941 shares of Dimensional Emerging Markets Value ETF worth $676K as of Q3 2026.
  • Fiduciary Financial Group bought 4,068 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $170K.
  • Dimensional Emerging Markets Value ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q3 2026, its #147 holding.
  • Fiduciary Financial Group first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.