Grand Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Grand Wealth Management’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	–	Sell	-563	Closed	-$20.1K	–	56
2026 Q1	$20.1K	Buy	563 +1	+0.2%	+$36	0.01%	69
2025 Q4	$19K	Buy	562 +3	+0.5%	+$99	0.01%	67
2025 Q3	$17.8K	Buy	559 +7	+1%	+$217	0.01%	58
2025 Q2	$16.6K	Buy	552 +304	+123%	+$8.44K	0.01%	58
2025 Q1	$6.72K	Buy	248 +133	+116%	+$3.57K	﹤0.01%	65
2024 Q4	$3.01K	Buy	+115	New	+$3.15K	﹤0.01%	64

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

Grand Wealth Management's DFEV Position: Q2 2026 in Review

Grand Wealth Management sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2026, closing a stake of 563 shares — an estimated $20.1K sold.

Grand Wealth Management first reported a position in DFEV in Q4 2024 and held it in 6 quarters. The position peaked at $20.1K in Q1 2026. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Grand Wealth Management reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 563 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $20.1K.
Grand Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and held it in 6 quarters.
Grand Wealth Management's Dimensional Emerging Markets Value ETF position peaked at $20.1K in Q1 2026.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.