Laurel Wealth Planning’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Laurel Wealth Planning’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	$7.01M	Buy	+165,338	New	+$6.9M	3.04%	10

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Laurel Wealth Planning's DFEV Position: Q3 2026 in Review

Laurel Wealth Planning opened a new position in Dimensional Emerging Markets Value ETF (DFEV) in Q3 2026: 165,338 shares worth $7.01M. The stake represents 3.04% of the portfolio and ranks #10 among its holdings.

207 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Laurel Wealth Planning held 165,338 shares of Dimensional Emerging Markets Value ETF worth $7.01M as of Q3 2026.
Dimensional Emerging Markets Value ETF was a new Laurel Wealth Planning position in Q3 2026.
Dimensional Emerging Markets Value ETF made up 3.04% of Laurel Wealth Planning's portfolio in Q3 2026, its #10 holding.
207 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Laurel Wealth Planning's 13F filing for Q3 2026, filed 2 Nov 2026.