Heritage Wealth Management (Texas)’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Heritage Wealth Management (Texas)’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	-14,066	Closed	-$380K	–	37
2025 Q1	$380K	Sell	14,066 -396	-3%	-$10.6K	0.22%	23
2024 Q4	$379K	Buy	14,462 +98	+0.7%	+$2.69K	0.22%	24
2024 Q3	$409K	Buy	14,364 +168	+1%	+$4.6K	0.24%	27
2024 Q2	$390K	Sell	14,196 -105	-0.7%	-$2.82K	0.24%	27
2024 Q1	$371K	Buy	14,301 +14	+0.1%	+$352	0.24%	28
2023 Q4	$360K	Buy	14,287 +90	+0.6%	+$2.14K	0.25%	27
2023 Q3	$336K	Buy	14,197 +153	+1%	+$3.76K	0.31%	22
2023 Q2	$342K	Buy	14,044 +120	+0.9%	+$2.88K	0.3%	19
2023 Q1	$325K	Hold	13,924	–	–	0.31%	20
2022 Q4	$315K	Buy	+13,924	New	+$305K	0.32%	23

Other funds holding DFEV

ADL

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 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

Heritage Wealth Management (Texas)'s DFEV Position: Q2 2025 in Review

Heritage Wealth Management (Texas) sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2025, closing a stake of 14,066 shares — an estimated $380K sold.

Heritage Wealth Management (Texas) first reported a position in DFEV in Q4 2022 and held it in 10 quarters. The position peaked at $409K in Q3 2024. 203 funds tracked by Wall St. Rank hold DFEV as of Q2 2025.

Heritage Wealth Management (Texas) reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Management (Texas) sold 14,066 Dimensional Emerging Markets Value ETF shares in Q2 2025, an estimated $380K.
Heritage Wealth Management (Texas) first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and held it in 10 quarters.
Heritage Wealth Management (Texas)'s Dimensional Emerging Markets Value ETF position peaked at $409K in Q3 2024.
203 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2025.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2025, filed 1 Aug 2025.