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 Q3	$1.22M	Sell	28,715 -97	-0.3%	-$4.05K	0.02%	118
2026 Q2	$1.23M	Hold	28,812	–	–	0.02%	121
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Forum Financial Management's DFEV Position: Q3 2026 in Review

Forum Financial Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.34% in Q3 2026, selling an estimated $4.05K and leaving 28,715 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #118.

Forum Financial Management first reported a position in DFEV in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2026. 270 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Forum Financial Management held 28,715 shares of Dimensional Emerging Markets Value ETF worth $1.22M as of Q3 2026.
Forum Financial Management sold 97 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $4.05K.
Dimensional Emerging Markets Value ETF made up 0.02% of Forum Financial Management's portfolio in Q3 2026, its #118 holding.
Forum Financial Management first reported a position in Dimensional Emerging Markets Value ETF in Q2 2023 and has held it in 14 quarters since.
Forum Financial Management's Dimensional Emerging Markets Value ETF position peaked at $1.23M in Q2 2026.
270 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.