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 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%	-$9.72K	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

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

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

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

Cordant Inc Portland, Oregon $278M AUM 23.17% 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