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Foundation Wealth Management (Pennsylvania)’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$431K Sell
10,101
-4,853
-32% -$198K 0.13% 66
2026
Q1 		$535K Sell
14,954
-10,197
-41% -$372K 0.19% 54
2025
Q4 		$849K Sell
25,151
-4,812
-16% -$159K 0.31% 41
2025
Q3 		$956K Sell
29,963
-5,981
-17% -$185K 0.37% 42
2025
Q2 		$1.08M Sell
35,944
-8,942
-20% -$248K 0.47% 41
2025
Q1 		$1.21M Sell
44,886
-517
-1% -$13.9K 0.58% 39
2024
Q4 		$1.19M Buy
+45,403
New +$1.24M 0.58% 40

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFEV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 32% in Q2 2026, selling an estimated $198K and leaving 10,101 shares worth $431K. The position accounts for 0.13% of the portfolio, ranked #66.

Foundation Wealth Management (Pennsylvania) first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 149 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 10,101 shares of Dimensional Emerging Markets Value ETF worth $431K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 4,853 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $198K.
  • Dimensional Emerging Markets Value ETF made up 0.13% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #66 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Dimensional Emerging Markets Value ETF position peaked at $1.21M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.