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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
2026
Q2 		$222K Buy
+5,201
New +$213K 0.01% 751
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

Jones Financial Companies
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

GeoWealth Management's DFEV Position: Q2 2026 in Review

GeoWealth Management opened a new position in Dimensional Emerging Markets Value ETF (DFEV) in Q2 2026: 5,201 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in DFEV as recently as Q1 2025.

GeoWealth Management first reported a position in DFEV in Q3 2024 and has held it in 4 quarters since. The position peaked at $226K in Q1 2025. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • GeoWealth Management held 5,201 shares of Dimensional Emerging Markets Value ETF worth $222K as of Q2 2026.
  • Dimensional Emerging Markets Value ETF was a new GeoWealth Management position in Q2 2026.
  • Dimensional Emerging Markets Value ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #751 holding.
  • GeoWealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and has held it in 4 quarters since.
  • GeoWealth Management's Dimensional Emerging Markets Value ETF position peaked at $226K in Q1 2025.
  • 291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.