Lincoln National Corp’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-22,592	Closed	-$586K	–	257
2024 Q1	$586K	Buy	22,592 +552	+3%	+$13.9K	0.01%	693
2023 Q4	$555K	Buy	22,040 +1,307	+6%	+$31.1K	0.01%	638
2023 Q3	$491K	Buy	20,733 +7,520	+57%	+$185K	0.01%	609
2023 Q2	$322K	Buy	13,213 +3,444	+35%	+$82.7K	0.01%	761
2023 Q1	$228K	Buy	+9,769	New	+$229K	﹤0.01%	874

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 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

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFGA

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Lincoln National Corp's DFEV Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2024, closing a stake of 22,592 shares — an estimated $586K sold.

Lincoln National Corp first reported a position in DFEV in Q1 2023 and held it in 5 quarters. The position peaked at $586K in Q1 2024. 145 funds tracked by Wall St. Rank hold DFEV as of Q2 2024.

Lincoln National Corp reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 22,592 Dimensional Emerging Markets Value ETF shares in Q2 2024, an estimated $586K.
Lincoln National Corp first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's Dimensional Emerging Markets Value ETF position peaked at $586K in Q1 2024.
145 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.