LAM Group
DFEV icon

LAM Group’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

LAM Group’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
Q3 		$3.44M Sell
81,225
-1,035
-1% -$43.2K 1.73% 21
2026
Q2 		$3.51M Hold
82,260
– – 1.74% 22
2026
Q1 		$2.94M Buy
82,260
+25
+0% +$911 1.62% 22
2025
Q4 		$2.77M Sell
82,235
-1,025
-1% -$33.8K 1.59% 23
2025
Q3 		$2.66M Sell
83,260
-1,325
-2% -$41.1K 1.65% 23
2025
Q2 		$2.54M Buy
84,585
+500
+0.6% +$13.9K 1.7% 22
2025
Q1 		$2.27M Sell
84,085
-1,250
-1% -$33.6K 1.67% 21
2024
Q4 		$2.24M Buy
85,335
+11,090
+15% +$304K 1.6% 23
2024
Q3 		$2.11M Sell
74,245
-355
-0.5% -$9.7K 1.5% 25
2024
Q2 		$2.05M Hold
74,600
– – 1.73% 20
2024
Q1 		$1.94M Buy
74,600
+25
+0% +$629 1.58% 19
2023
Q4 		$1.88M Sell
74,575
-3,000
-4% -$71.4K 1.71% 18
2023
Q3 		$1.84M Buy
77,575
+1,735
+2% +$42.6K 1.8% 19
2023
Q2 		$1.85M Sell
75,840
-1,630
-2% -$39.1K 1.72% 19
2023
Q1 		$1.81M Buy
77,470
+3,615
+5% +$84.8K 1.78% 20
2022
Q4 		$1.67M Buy
+73,855
New +$1.62M 1.71% 20

Other funds holding DFEV

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
NorthAvenue LLC
NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

LAM Group's DFEV Position: Q3 2026 in Review

LAM Group reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 1.3% in Q3 2026, selling an estimated $43.2K and leaving 81,225 shares worth $3.44M. The position accounts for 1.73% of the portfolio, ranked #21.

LAM Group first reported a position in DFEV in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.51M in Q2 2026. 127 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • LAM Group held 81,225 shares of Dimensional Emerging Markets Value ETF worth $3.44M as of Q3 2026.
  • LAM Group sold 1,035 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $43.2K.
  • Dimensional Emerging Markets Value ETF made up 1.73% of LAM Group's portfolio in Q3 2026, its #21 holding.
  • LAM Group first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 16 quarters since.
  • LAM Group's Dimensional Emerging Markets Value ETF position peaked at $3.51M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.