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Geneos Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Geneos Wealth 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 		$1.67M Buy
39,130
+27
+0.1% +$1.1K 0.03% 418
2026
Q1 		$1.4M Buy
+39,103
New +$1.43M 0.03% 427

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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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
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

Geneos Wealth Management's DFEV Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.07% in Q2 2026, buying an estimated $1.1K and bringing the position to 39,130 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #418.

Geneos Wealth Management first reported a position in DFEV in Q1 2026 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Geneos Wealth Management held 39,130 shares of Dimensional Emerging Markets Value ETF worth $1.67M as of Q2 2026.
  • Geneos Wealth Management bought 27 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $1.1K.
  • Dimensional Emerging Markets Value ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Geneos Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.