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

GeoWealth 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
2025
Q2 		– Sell
-8,359
Closed -$226K – 1225
2025
Q1 		$226K Buy
8,359
+1,361
+19% +$36.6K 0.01% 623
2024
Q4 		$183K Buy
6,998
+2,425
+53% +$66.5K 0.01% 794
2024
Q3 		$130K Buy
+4,573
New +$125K ﹤0.01% 831

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

GeoWealth Management's DFEV Position: Q2 2025 in Review

GeoWealth Management sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2025, closing a stake of 8,359 shares — an estimated $226K sold.

GeoWealth Management first reported a position in DFEV in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q1 2025. 203 funds tracked by Wall St. Rank hold DFEV as of Q2 2025.

  • GeoWealth Management reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 8,359 Dimensional Emerging Markets Value ETF shares in Q2 2025, an estimated $226K.
  • GeoWealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Dimensional Emerging Markets Value ETF position peaked at $226K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.