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Innealta Capital’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Innealta Capital’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
2024
Q3 		– Sell
-41
Closed -$1.13K – 558
2024
Q2 		$1.13K Buy
+41
New +$1.1K ﹤0.01% 1276

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RWM
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TWD
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MAM
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BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Innealta Capital's DFEV Position: Q3 2024 in Review

Innealta Capital sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q3 2024, closing a stake of 41 shares — an estimated $1.13K sold.

Innealta Capital first reported a position in DFEV in Q2 2024 and held it in 1 quarter. The position peaked at $1.13K in Q2 2024. 154 funds tracked by Wall St. Rank hold DFEV as of Q3 2024.

  • Innealta Capital reported no remaining Dimensional Emerging Markets Value ETF position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 41 Dimensional Emerging Markets Value ETF shares in Q3 2024, an estimated $1.13K.
  • Innealta Capital first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Dimensional Emerging Markets Value ETF position peaked at $1.13K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.