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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
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

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

GoalVest Advisory's DFEV Position: Q2 2026 in Review

GoalVest Advisory increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 40% in Q2 2026, buying an estimated $4.42K and bringing the position to 378 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

GoalVest Advisory first reported a position in DFEV in Q3 2024 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • GoalVest Advisory held 378 shares of Dimensional Emerging Markets Value ETF worth $16.1K as of Q2 2026.
  • GoalVest Advisory bought 108 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $4.42K.
  • Dimensional Emerging Markets Value ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #323 holding.
  • GoalVest Advisory first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.