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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

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

Fiduciary Financial Group's DFEV Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 1.8% in Q2 2026, selling an estimated $8.87K and leaving 11,873 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #193.

Fiduciary Financial Group first reported a position in DFEV in Q2 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Fiduciary Financial Group held 11,873 shares of Dimensional Emerging Markets Value ETF worth $507K as of Q2 2026.
  • Fiduciary Financial Group sold 217 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $8.87K.
  • Dimensional Emerging Markets Value ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #193 holding.
  • Fiduciary Financial Group first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.