Grunden Financial Advisory’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Grunden Financial 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
2025 Q4	$1.3M	Buy	38,410 +4,726	+14%	+$156K	0.51%	17
2025 Q3	$1.07M	Buy	33,684 +1,056	+3%	+$32.7K	0.44%	18
2025 Q2	$979K	Buy	32,628 +6,526	+25%	+$181K	0.43%	17
2025 Q1	$706K	Buy	26,102 +1,322	+5%	+$35.5K	0.34%	16
2024 Q4	$649K	Buy	24,780 +8,546	+53%	+$234K	0.31%	16
2024 Q3	$462K	Buy	16,234 +365	+2%	+$9.99K	0.23%	17
2024 Q2	$436K	Buy	15,869 +2,676	+20%	+$71.9K	0.23%	17
2024 Q1	$342K	Buy	13,193 +1,588	+14%	+$39.9K	0.18%	17
2023 Q4	$292K	Buy	+11,605	New	+$276K	0.16%	18

Other funds holding DFEV

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Grunden Financial Advisory's DFEV Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 14% in Q4 2025, buying an estimated $156K and bringing the position to 38,410 shares worth $1.3M. The position accounts for 0.51% of the portfolio, ranked #17.

Grunden Financial Advisory first reported a position in DFEV in Q4 2023 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold DFEV as of Q4 2025.

Grunden Financial Advisory held 38,410 shares of Dimensional Emerging Markets Value ETF worth $1.3M as of Q4 2025.
Grunden Financial Advisory bought 4,726 Dimensional Emerging Markets Value ETF shares in Q4 2025, an estimated $156K.
Dimensional Emerging Markets Value ETF made up 0.51% of Grunden Financial Advisory's portfolio in Q4 2025, its #17 holding.
Grunden Financial Advisory first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 9 quarters since.
250 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.