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My Personal CFO LLC’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

My Personal CFO LLC’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
2025
Q4 		– Sell
-29,963
Closed -$956K – 110
2025
Q3 		$956K Buy
+29,963
New +$929K 0.37% 42

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

My Personal CFO LLC's DFEV Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q4 2025, closing a stake of 29,963 shares — an estimated $956K sold.

My Personal CFO LLC first reported a position in DFEV in Q3 2025 and held it in 1 quarter. The position peaked at $956K in Q3 2025. 251 funds tracked by Wall St. Rank hold DFEV as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional Emerging Markets Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 29,963 Dimensional Emerging Markets Value ETF shares in Q4 2025, an estimated $956K.
  • My Personal CFO LLC first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Dimensional Emerging Markets Value ETF position peaked at $956K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.