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

Modera 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 Q2	$265K	Buy	+6,222	New	+$254K	﹤0.01%	577

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

Modera Wealth Management's DFEV Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Dimensional Emerging Markets Value ETF (DFEV) in Q2 2026: 6,222 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Modera Wealth Management held 6,222 shares of Dimensional Emerging Markets Value ETF worth $265K as of Q2 2026.
Dimensional Emerging Markets Value ETF was a new Modera Wealth Management position in Q2 2026.
Dimensional Emerging Markets Value ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #577 holding.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.