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Halbert Hargrove Global Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Halbert Hargrove Global Advisors’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
Q2 		– Sell
-99
Closed -$2.68K – 397
2025
Q1 		$2.68K Buy
+99
New +$2.66K ﹤0.01% 370

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's DFEV Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2025, closing a stake of 99 shares — an estimated $2.68K sold.

Halbert Hargrove Global Advisors first reported a position in DFEV in Q1 2025 and held it in 1 quarter. The position peaked at $2.68K in Q1 2025. 203 funds tracked by Wall St. Rank hold DFEV as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 99 Dimensional Emerging Markets Value ETF shares in Q2 2025, an estimated $2.68K.
  • Halbert Hargrove Global Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Dimensional Emerging Markets Value ETF position peaked at $2.68K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.