Forum Financial Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Forum Financial Management’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	$1.03M	Sell	28,812 -1,039	-3%	-$37.9K	0.01%	121
2025 Q4	$1.01M	Sell	29,851 -2,359	-7%	-$77.8K	0.01%	249
2025 Q3	$1.03M	Buy	32,210 +1	+0%	+$31	0.01%	229
2025 Q2	$966K	Buy	32,209 +1	+0%	+$28	0.01%	220
2025 Q1	$871K	Sell	32,208 -100	-0.3%	-$2.69K	0.01%	230
2024 Q4	$847K	Buy	32,308 +23,869	+283%	+$654K	0.01%	232
2024 Q3	$240K	Hold	8,439	–	–	﹤0.01%	631
2024 Q2	$232K	Hold	8,439	–	–	﹤0.01%	595
2024 Q1	$219K	Sell	8,439 -771	-8%	-$19.4K	﹤0.01%	657
2023 Q4	$232K	Sell	9,210 -5,817	-39%	-$139K	﹤0.01%	575
2023 Q3	$356K	Sell	15,027 -802	-5%	-$19.7K	0.01%	368
2023 Q2	$386K	Buy	+15,829	New	+$380K	0.01%	359

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