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

Millstone Evans 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
2026 Q2	$17.7K	Buy	415 +34	+9%	+$1.39K	0.01%	516
2026 Q1	$13.6K	Sell	381 -1	-0.3%	-$36	0.01%	533
2025 Q4	$12.9K	Buy	382 +38	+11%	+$1.25K	0.01%	524
2025 Q3	$11K	Sell	344 -261	-43%	-$8.09K	0.01%	521
2025 Q2	$18.1K	Sell	605 -1,128	-65%	-$31.3K	0.01%	457
2025 Q1	$46.9K	Buy	1,733 +2	+0.1%	+$54	0.03%	303
2024 Q4	$45.4K	Buy	+1,731	New	+$47.5K	0.03%	300

Other funds holding DFEV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Millstone Evans Group's DFEV Position: Q2 2026 in Review

Millstone Evans Group increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 8.9% in Q2 2026, buying an estimated $1.39K and bringing the position to 415 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #516.

Millstone Evans Group first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.9K in Q1 2025. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Millstone Evans Group held 415 shares of Dimensional Emerging Markets Value ETF worth $17.7K as of Q2 2026.
Millstone Evans Group bought 34 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $1.39K.
Dimensional Emerging Markets Value ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #516 holding.
Millstone Evans Group first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Dimensional Emerging Markets Value ETF position peaked at $46.9K in Q1 2025.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.