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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
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

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Golden Bell Financial Planning's DFEV Position: Q1 2026 in Review

Golden Bell Financial Planning increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 6.9% in Q1 2026, buying an estimated $201K and bringing the position to 85,293 shares worth $3.05M. The position accounts for 2.43% of the portfolio, ranked #13.

Golden Bell Financial Planning first reported a position in DFEV in Q4 2024 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Golden Bell Financial Planning held 85,293 shares of Dimensional Emerging Markets Value ETF worth $3.05M as of Q1 2026.
  • Golden Bell Financial Planning bought 5,500 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $201K.
  • Dimensional Emerging Markets Value ETF made up 2.43% of Golden Bell Financial Planning's portfolio in Q1 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 6 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.