LCM
DFEV icon

Lazari Capital Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Lazari Capital Management’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
2025
Q3 		– Sell
-7,667
Closed -$230K – 167
2025
Q2 		$230K Sell
7,667
-645
-8% -$17.9K 0.09% 130
2025
Q1 		$225K Sell
8,312
-840
-9% -$22.6K 0.09% 126
2024
Q4 		$240K Sell
9,152
-4,995
-35% -$137K 0.1% 124
2024
Q3 		$403K Sell
14,147
-750
-5% -$20.5K 0.17% 88
2024
Q2 		$410K Buy
+14,897
New +$400K 0.18% 86

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Lazari Capital Management's DFEV Position: Q3 2025 in Review

Lazari Capital Management sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q3 2025, closing a stake of 7,667 shares — an estimated $230K sold.

Lazari Capital Management first reported a position in DFEV in Q2 2024 and held it in 5 quarters. The position peaked at $410K in Q2 2024. 226 funds tracked by Wall St. Rank hold DFEV as of Q3 2025.

  • Lazari Capital Management reported no remaining Dimensional Emerging Markets Value ETF position as of Q3 2025 after selling out during the quarter.
  • Lazari Capital Management sold 7,667 Dimensional Emerging Markets Value ETF shares in Q3 2025, an estimated $230K.
  • Lazari Capital Management first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and held it in 5 quarters.
  • Lazari Capital Management's Dimensional Emerging Markets Value ETF position peaked at $410K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2025.

Based on Lazari Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.