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NWAM LLC’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

NWAM 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
2026
Q2 		$295K Buy
6,903
+506
+8% +$20.7K 0.01% 566
2026
Q1 		$229K Buy
6,397
+83
+1% +$3.03K 0.01% 570
2025
Q4 		$213K Buy
+6,314
New +$208K 0.01% 575
2024
Q4 		– Sell
-7,296
Closed -$208K – 606
2024
Q3 		$208K Buy
+7,296
New +$200K 0.01% 589

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

NWAM LLC's DFEV Position: Q2 2026 in Review

NWAM LLC increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 7.9% in Q2 2026, buying an estimated $20.7K and bringing the position to 6,903 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #566.

NWAM LLC first reported a position in DFEV in Q3 2024 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • NWAM LLC held 6,903 shares of Dimensional Emerging Markets Value ETF worth $295K as of Q2 2026.
  • NWAM LLC bought 506 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $20.7K.
  • Dimensional Emerging Markets Value ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #566 holding.
  • NWAM LLC first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 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 NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.