JFS Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

JFS Wealth 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 Q2	$855K	Sell	20,046 -289	-1%	-$11.8K	0.04%	187
2026 Q1	$728K	Hold	20,335	–	–	0.04%	195
2025 Q4	$686K	Hold	20,335	–	–	0.04%	197
2025 Q3	$648K	Hold	20,335	–	–	0.04%	202
2025 Q2	$610K	Hold	20,335	–	–	0.04%	189
2025 Q1	$550K	Sell	20,335 -5,000	-20%	-$134K	0.04%	188
2024 Q4	$664K	Sell	25,335 -380	-1%	-$10.4K	0.05%	170
2024 Q3	$732K	Buy	25,715 +23,770	+1,222%	+$651K	0.05%	169
2024 Q2	$53.5K	Hold	1,945	–	–	﹤0.01%	405
2024 Q1	$50.5K	Hold	1,945	–	–	﹤0.01%	424
2023 Q4	$49K	Buy	+1,945	New	+$46.3K	﹤0.01%	408

Other funds holding DFEV

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return