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Mather Group’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Mather 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
2024
Q2 		– Sell
-438
Closed -$11K – 2221
2024
Q1 		$11K Buy
+438
New +$11K ﹤0.01% 1174

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
SM
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
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

Mather Group's DFEV Position: Q2 2024 in Review

Mather Group sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2024, closing a stake of 438 shares — an estimated $11K sold.

Mather Group first reported a position in DFEV in Q1 2024 and held it in 1 quarter. The position peaked at $11K in Q1 2024. 145 funds tracked by Wall St. Rank hold DFEV as of Q2 2024.

  • Mather Group reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 438 Dimensional Emerging Markets Value ETF shares in Q2 2024, an estimated $11K.
  • Mather Group first reported a position in Dimensional Emerging Markets Value ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's Dimensional Emerging Markets Value ETF position peaked at $11K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.