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

McMill 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
Q1 		– Sell
-8,115
Closed -$274K – 66
2025
Q4 		$274K Buy
8,115
+337
+4% +$11.1K 0.08% 51
2025
Q3 		$248K Buy
+7,778
New +$241K 0.07% 49

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Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

McMill Wealth Management's DFEV Position: Q1 2026 in Review

McMill Wealth Management sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2026, closing a stake of 8,115 shares — an estimated $274K sold.

McMill Wealth Management first reported a position in DFEV in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 268 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • McMill Wealth Management reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2026 after selling out during the quarter.
  • McMill Wealth Management sold 8,115 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $274K.
  • McMill Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and held it in 2 quarters.
  • McMill Wealth Management's Dimensional Emerging Markets Value ETF position peaked at $274K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.