Jones Financial Companies

Jones Financial Companies’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Jones Financial Companies’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	$71.8M	Buy	2,055,202 +432,344	+27%	+$15.8M	0.03%	263
2025 Q4	$54.8M	Buy	1,622,858 +338,425	+26%	+$11.2M	0.03%	170
2025 Q3	$40.6M	Buy	1,284,433 +70,176	+6%	+$2.17M	0.03%	183
2025 Q2	$36.2M	Buy	1,214,257 +758,884	+167%	+$21.1M	0.03%	178
2025 Q1	$12.3M	Buy	455,373 +193,154	+74%	+$5.19M	0.01%	285
2024 Q4	$6.87M	Buy	262,219 +222,171	+555%	+$6.09M	0.01%	313
2024 Q3	$1.15M	Buy	40,048 +39,890	+25,247%	+$1.09M	﹤0.01%	570
2024 Q2	$4.34K	Buy	+158	New	+$4.25K	﹤0.01%	1971

Other funds holding DFEV

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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

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

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

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return