Guardian Wealth Management (Tennessee)’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Guardian Wealth Management (Tennessee)’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	$13.8M	Sell	322,338 -24,124	-7%	-$987K	3.86%	11
2026 Q1	$12.4M	Sell	346,462 -19,232	-5%	-$701K	3.77%	11
2025 Q4	$12.3M	Buy	+365,694	New	+$12.1M	3.91%	12

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 $103B AUM 28.65% 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

Guardian Wealth Management (Tennessee)'s DFEV Position: Q2 2026 in Review

Guardian Wealth Management (Tennessee) reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 7% in Q2 2026, selling an estimated $987K and leaving 322,338 shares worth $13.8M. The position accounts for 3.86% of the portfolio, ranked #11.

Guardian Wealth Management (Tennessee) first reported a position in DFEV in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Guardian Wealth Management (Tennessee) held 322,338 shares of Dimensional Emerging Markets Value ETF worth $13.8M as of Q2 2026.
Guardian Wealth Management (Tennessee) sold 24,124 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $987K.
Dimensional Emerging Markets Value ETF made up 3.86% of Guardian Wealth Management (Tennessee)'s portfolio in Q2 2026, its #11 holding.
Guardian Wealth Management (Tennessee) first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Guardian Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 24 Jul 2026.