Freedom Investment Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Freedom Investment 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 Q2	$9.72M	Sell	227,828 -29,603	-11%	-$1.21M	2.71%	12
2026 Q1	$9.21M	Sell	257,431 -93,722	-27%	-$3.42M	2.73%	13
2025 Q4	$11.8M	Sell	351,153 -38,863	-10%	-$1.28M	3.44%	9
2025 Q3	$12.4M	Sell	390,016 -13,808	-3%	-$428K	3.29%	9
2025 Q2	$12.1M	Sell	403,824 -23,534	-6%	-$653K	0.97%	17
2025 Q1	$11.6M	Sell	427,358 -2,041	-0.5%	-$54.8K	0.97%	17
2024 Q4	$11.3M	Sell	429,399 -2,125	-0.5%	-$58.3K	0.94%	21
2024 Q3	$12.3M	Buy	431,524 +11,228	+3%	+$307K	0.98%	18
2024 Q2	$11.6M	Sell	420,296 -683	-0.2%	-$18.4K	0.95%	19
2024 Q1	$10.9M	Sell	420,979 -11,242	-3%	-$283K	0.88%	20
2023 Q4	$10.9M	Buy	+432,221	New	+$10.3M	0.89%	21

Other funds holding DFEV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Freedom Investment Management's DFEV Position: Q2 2026 in Review

Freedom Investment Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 11% in Q2 2026, selling an estimated $1.21M and leaving 227,828 shares worth $9.72M. The position accounts for 2.71% of the portfolio, ranked #12.

Freedom Investment Management first reported a position in DFEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q3 2025. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Freedom Investment Management held 227,828 shares of Dimensional Emerging Markets Value ETF worth $9.72M as of Q2 2026.
Freedom Investment Management sold 29,603 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $1.21M.
Dimensional Emerging Markets Value ETF made up 2.71% of Freedom Investment Management's portfolio in Q2 2026, its #12 holding.
Freedom Investment Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 11 quarters since.
Freedom Investment Management's Dimensional Emerging Markets Value ETF position peaked at $12.4M in Q3 2025.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.