Graves Light Lenhart Wealth’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Graves Light Lenhart Wealth’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	$14.5M	Sell	339,406 -6,197	-2%	-$253K	1.35%	22
2026 Q1	$12.4M	Sell	345,603 -8,049	-2%	-$293K	1.29%	22
2025 Q4	$11.9M	Buy	353,652 +16,384	+5%	+$540K	1.27%	22
2025 Q3	$10.8M	Buy	337,268 +13,964	+4%	+$433K	1.19%	23
2025 Q2	$9.7M	Buy	323,304 +8,950	+3%	+$248K	1.15%	24
2025 Q1	$8.5M	Buy	314,354 +14,246	+5%	+$383K	1.04%	26
2024 Q4	$7.87M	Buy	300,108 +5,029	+2%	+$138K	0.98%	26
2024 Q3	$8.4M	Buy	295,079 +13,702	+5%	+$375K	1.03%	25
2024 Q2	$7.75M	Buy	281,377 +11,888	+4%	+$320K	0.89%	30
2024 Q1	$7M	Buy	269,489 +33,469	+14%	+$842K	0.81%	32
2023 Q4	$5.95M	Buy	236,020 +19,436	+9%	+$463K	0.74%	36
2023 Q3	$5.08M	Buy	216,584 +16,009	+8%	+$393K	0.69%	38
2023 Q2	$4.89M	Buy	200,575 +20,849	+12%	+$500K	0.66%	40
2023 Q1	$4.2M	Buy	179,726 +47,870	+36%	+$1.12M	0.65%	36
2022 Q4	$2.98M	Buy	131,856 +23,879	+22%	+$523K	0.46%	50
2022 Q3	$2.22M	Buy	107,977 +58,956	+120%	+$1.35M	0.37%	56
2022 Q2	$1.14M	Buy	+49,021	New	+$1.2M	0.17%	77

Other funds holding DFEV

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return