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 Q3	$215K	Sell	5,076 -125	-2%	-$5.22K	0.01%	793
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 Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

GeoWealth Management's DFEV Position: Q3 2026 in Review

GeoWealth Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.4% in Q3 2026, selling an estimated $5.22K and leaving 5,076 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #793.

GeoWealth Management first reported a position in DFEV in Q3 2024 and has held it in 5 quarters since. The position peaked at $226K in Q1 2025. 270 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

GeoWealth Management held 5,076 shares of Dimensional Emerging Markets Value ETF worth $215K as of Q3 2026.
GeoWealth Management sold 125 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $5.22K.
Dimensional Emerging Markets Value ETF made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #793 holding.
GeoWealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and has held it in 5 quarters since.
GeoWealth Management's Dimensional Emerging Markets Value ETF position peaked at $226K in Q1 2025.
270 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.