Financial Architects (Georgia)’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Financial Architects (Georgia)’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	$9.59M	Buy	268,085 +2,245	+0.8%	+$81.8K	5.06%	9
2025 Q4	$8.97M	Buy	265,840 +5,730	+2%	+$189K	4.82%	9
2025 Q3	$8.29M	Buy	260,110 +6,095	+2%	+$189K	4.72%	8
2025 Q2	$7.62M	Buy	254,015 +285	+0.1%	+$7.91K	4.63%	9
2025 Q1	$6.86M	Buy	253,730 +5,685	+2%	+$153K	4.38%	10
2024 Q4	$6.5M	Buy	248,045 +8,830	+4%	+$242K	4.17%	10
2024 Q3	$6.81M	Buy	239,215 +125	+0.1%	+$3.42K	4.39%	10
2024 Q2	$6.57M	Buy	239,090 +4,710	+2%	+$127K	4.47%	9
2024 Q1	$6.08M	Buy	234,380 +32,210	+16%	+$810K	4.21%	10
2023 Q4	$5.09M	Buy	+202,170	New	+$4.81M	4.01%	10

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

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