GoalVest Advisory’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

GoalVest Advisory’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	$17.4K	Buy	411 +33	+9%	+$1.38K	﹤0.01%	336
2026 Q2	$16.1K	Buy	378 +108	+40%	+$4.42K	﹤0.01%	323
2026 Q1	$9.66K	Buy	270 +32	+13%	+$1.17K	﹤0.01%	372
2025 Q4	$8.03K	Sell	238 -177	-43%	-$5.84K	﹤0.01%	438
2025 Q3	$13.2K	Buy	+415	New	+$12.9K	﹤0.01%	317
2025 Q1	–	Sell	-117	Closed	-$3.07K	–	511
2024 Q4	$3.07K	Hold	117	–	–	﹤0.01%	330
2024 Q3	$3.33K	Buy	+117	New	+$3.2K	﹤0.01%	350

Other funds holding DFEV

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's DFEV Position: Q3 2026 in Review

GoalVest Advisory increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 8.7% in Q3 2026, buying an estimated $1.38K and bringing the position to 411 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

GoalVest Advisory first reported a position in DFEV in Q3 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

GoalVest Advisory held 411 shares of Dimensional Emerging Markets Value ETF worth $17.4K as of Q3 2026.
GoalVest Advisory bought 33 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $1.38K.
Dimensional Emerging Markets Value ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #336 holding.
GoalVest Advisory first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.