Lodestone Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Lodestone Wealth 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
2026 Q3	$7.78K	Buy	184 +2	+1%	+$83	﹤0.01%	574
2026 Q2	$7.75K	Buy	182 +1	+0.6%	+$41	﹤0.01%	546
2026 Q1	$6.46K	Hold	181	–	–	﹤0.01%	557
2025 Q4	$6.09K	Buy	+181	New	+$5.97K	﹤0.01%	564

Other funds holding DFEV

TWD

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lodestone Wealth Management's DFEV Position: Q3 2026 in Review

Lodestone Wealth Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 1.1% in Q3 2026, buying an estimated $83 and bringing the position to 184 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Lodestone Wealth Management first reported a position in DFEV in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Lodestone Wealth Management held 184 shares of Dimensional Emerging Markets Value ETF worth $7.78K as of Q3 2026.
Lodestone Wealth Management bought 2 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $83.
Dimensional Emerging Markets Value ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #574 holding.
Lodestone Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.