IA
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IFP Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

IFP 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
2026
Q1 		$6.33K Hold
177
– – ﹤0.01% 3395
2025
Q4 		$5.97K Hold
177
– – ﹤0.01% 3320
2025
Q3 		$5.64K Buy
177
+147
+490% +$4.55K ﹤0.01% 3185
2025
Q2 		$926 Sell
30
-36
-55% -$999 ﹤0.01% 4245
2025
Q1 		$1.8K Buy
66
+8
+14% +$215 ﹤0.01% 3174
2024
Q4 		$1.53K Buy
+58
New +$1.59K ﹤0.01% 3182
2023
Q3 		– Sell
-25
Closed -$609 – 3358
2023
Q2 		$609 Buy
+25
New +$600 ﹤0.01% 3168
2023
Q1 		– Sell
-68
Closed -$2K – 3607
2022
Q4 		$2K Hold
68
– – ﹤0.01% 4137
2022
Q3 		$2K Hold
68
– – ﹤0.01% 4339
2022
Q2 		$2K Buy
+68
New +$1.66K ﹤0.01% 4103

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 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 $360M AUM 18.28% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return