Mills Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Mills Wealth Advisors’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	$8.97M	Buy	211,575 +16,143	+8%	+$674K	2.84%	8
2026 Q2	$8.34M	Buy	195,432 +19,652	+11%	+$804K	2.63%	11
2026 Q1	$6.29M	Buy	175,780 +9,037	+5%	+$329K	2.2%	11
2025 Q4	$5.63M	Buy	166,743 +7,631	+5%	+$252K	2.22%	10
2025 Q3	$5.07M	Buy	159,112 +8,487	+6%	+$263K	2.06%	12
2025 Q2	$4.52M	Buy	150,625 +20,531	+16%	+$570K	2.07%	10
2025 Q1	$3.52M	Buy	130,094 +14,828	+13%	+$398K	1.87%	15
2024 Q4	$3.02M	Buy	115,266 +6,797	+6%	+$186K	1.72%	14
2024 Q3	$3.09M	Buy	108,469 +7,261	+7%	+$199K	2.13%	14
2024 Q2	$2.78M	Buy	101,208 +14,688	+17%	+$395K	1.99%	15
2024 Q1	$2.25M	Buy	86,520 +8,534	+11%	+$215K	1.65%	16
2023 Q4	$1.97M	Buy	77,986 +4,626	+6%	+$110K	1.5%	14
2023 Q3	$1.74M	Buy	73,360 +5,786	+9%	+$142K	1.39%	17
2023 Q2	$1.65M	Buy	67,574 +1,204	+2%	+$28.9K	1.25%	18
2023 Q1	$1.55M	Buy	66,370 +37,269	+128%	+$875K	1.25%	19
2022 Q4	$658K	Buy	+29,101	New	+$638K	0.59%	32

Other funds holding DFEV

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

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

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

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

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

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

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

Mills Wealth Advisors's DFEV Position: Q3 2026 in Review

Mills Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 8.3% in Q3 2026, buying an estimated $674K and bringing the position to 211,575 shares worth $8.97M. The position accounts for 2.84% of the portfolio, ranked #8.

Mills Wealth Advisors first reported a position in DFEV in Q4 2022 and has held it in 16 quarters since. 91 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Mills Wealth Advisors held 211,575 shares of Dimensional Emerging Markets Value ETF worth $8.97M as of Q3 2026.
Mills Wealth Advisors bought 16,143 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $674K.
Dimensional Emerging Markets Value ETF made up 2.84% of Mills Wealth Advisors's portfolio in Q3 2026, its #8 holding.
Mills Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 16 quarters since.
91 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.