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 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

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return