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Montag & Associates’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Montag & Associates’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 		$311K Buy
7,280
+180
+3% +$7.36K 0.01% 368
2026
Q1 		$254K Buy
7,100
+1,200
+20% +$43.7K 0.01% 387
2025
Q4 		$199K Buy
+5,900
New +$195K 0.01% 411

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

Montag & Associates's DFEV Position: Q2 2026 in Review

Montag & Associates increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.5% in Q2 2026, buying an estimated $7.36K and bringing the position to 7,280 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #368.

Montag & Associates first reported a position in DFEV in Q4 2025 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Montag & Associates held 7,280 shares of Dimensional Emerging Markets Value ETF worth $311K as of Q2 2026.
  • Montag & Associates bought 180 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $7.36K.
  • Dimensional Emerging Markets Value ETF made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #368 holding.
  • Montag & Associates first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.