Global Retirement Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Global Retirement Partners’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 Q4	$4.49K	Sell	133 -316	-70%	-$10.4K	﹤0.01%	3470
2025 Q3	$14.3K	Sell	449 -324	-42%	-$10K	﹤0.01%	2543
2025 Q2	$23.2K	Buy	+773	New	+$21.5K	﹤0.01%	2212
2024 Q4	$20.1K	Buy	768 +23	+3%	+$631	﹤0.01%	2080
2024 Q3	$21.2K	Hold	745	–	–	﹤0.01%	1961
2024 Q2	$20.5K	Sell	745 -245	-25%	-$6.59K	﹤0.01%	1968
2024 Q1	$25.7K	Hold	990	–	–	﹤0.01%	1707
2023 Q4	$23.9K	Hold	990	–	–	﹤0.01%	1679
2023 Q3	$22.8K	Hold	990	–	–	﹤0.01%	1590
2023 Q2	$24.1K	Sell	990 -223	-18%	-$5.35K	﹤0.01%	1597
2023 Q1	$28.6K	Hold	1,213	–	–	﹤0.01%	1491
2022 Q4	$27.4K	Buy	+1,213	New	+$26.6K	﹤0.01%	1345

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Jones Financial Companies

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Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Raymond James Financial

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HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return