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