Golden Bell Financial Planning’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Golden Bell Financial Planning’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	$3.69M	Buy	86,555 +1,262	+1%	+$51.6K	2.72%	13
2026 Q1	$3.05M	Buy	85,293 +5,500	+7%	+$201K	2.43%	13
2025 Q4	$2.69M	Buy	79,793 +6,393	+9%	+$211K	2.24%	13
2025 Q3	$2.34M	Buy	73,400 +6,825	+10%	+$211K	2.03%	14
2025 Q2	$2M	Sell	66,575 -254	-0.4%	-$7.05K	1.88%	14
2025 Q1	$1.81M	Buy	66,829 +17,112	+34%	+$460K	1.76%	15
2024 Q4	$1.3M	Buy	+49,717	New	+$1.36M	1.31%	16

Other funds holding DFEV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Golden Bell Financial Planning's DFEV Position: Q2 2026 in Review

Golden Bell Financial Planning increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 1.5% in Q2 2026, buying an estimated $51.6K and bringing the position to 86,555 shares worth $3.69M. The position accounts for 2.72% of the portfolio, ranked #13.

Golden Bell Financial Planning first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Golden Bell Financial Planning held 86,555 shares of Dimensional Emerging Markets Value ETF worth $3.69M as of Q2 2026.
Golden Bell Financial Planning bought 1,262 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $51.6K.
Dimensional Emerging Markets Value ETF made up 2.72% of Golden Bell Financial Planning's portfolio in Q2 2026, its #13 holding.
Golden Bell Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.