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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

ADL

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

JFS Wealth Advisors's DFEV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 1.4% in Q2 2026, selling an estimated $11.8K and leaving 20,046 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #187.

JFS Wealth Advisors first reported a position in DFEV in Q4 2023 and has held it in 11 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

JFS Wealth Advisors held 20,046 shares of Dimensional Emerging Markets Value ETF worth $855K as of Q2 2026.
JFS Wealth Advisors sold 289 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $11.8K.
Dimensional Emerging Markets Value ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #187 holding.
JFS Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and has held it in 11 quarters since.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.