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Gentry Private Wealth’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Gentry Private Wealth’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
2025
Q2 		– Sell
-8,716
Closed -$236K – 87
2025
Q1 		$236K Sell
8,716
-4,145
-32% -$111K 0.19% 81
2024
Q4 		$337K Sell
12,861
-2,029
-14% -$55.6K 1.4% 19
2024
Q3 		$424K Buy
14,890
+435
+3% +$11.9K 0.35% 51
2024
Q2 		$398K Buy
+14,455
New +$389K 0.35% 46

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Gentry Private Wealth's DFEV Position: Q2 2025 in Review

Gentry Private Wealth sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2025, closing a stake of 8,716 shares — an estimated $236K sold.

Gentry Private Wealth first reported a position in DFEV in Q2 2024 and held it in 4 quarters. The position peaked at $424K in Q3 2024. 203 funds tracked by Wall St. Rank hold DFEV as of Q2 2025.

  • Gentry Private Wealth reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2025 after selling out during the quarter.
  • Gentry Private Wealth sold 8,716 Dimensional Emerging Markets Value ETF shares in Q2 2025, an estimated $236K.
  • Gentry Private Wealth first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and held it in 4 quarters.
  • Gentry Private Wealth's Dimensional Emerging Markets Value ETF position peaked at $424K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2025.

Based on Gentry Private Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.