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Moneta Group Investment Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Moneta Group Investment 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
Q2 		$6.49M Sell
152,178
-6,176
-4% -$253K 0.05% 154
2026
Q1 		$5.67M Sell
158,354
-3,978
-2% -$145K 0.04% 155
2025
Q4 		$5.48M Buy
162,332
+5,018
+3% +$166K 0.04% 158
2025
Q3 		$5.02M Buy
+157,314
New +$4.87M 0.04% 164

Other funds holding DFEV

Jones Financial Companies
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
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

Moneta Group Investment Advisors's DFEV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 3.9% in Q2 2026, selling an estimated $253K and leaving 152,178 shares worth $6.49M. The position accounts for 0.05% of the portfolio, ranked #154.

Moneta Group Investment Advisors first reported a position in DFEV in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Moneta Group Investment Advisors held 152,178 shares of Dimensional Emerging Markets Value ETF worth $6.49M as of Q2 2026.
  • Moneta Group Investment Advisors sold 6,176 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $253K.
  • Dimensional Emerging Markets Value ETF made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.