Oliver Lagore Vanvalin Investment Group’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q4	$28.7K	Buy	1,095 +703	+179%	+$19.3K	0.01%	311
2024 Q3	$11.2K	Buy	392 +43	+12%	+$1.18K	﹤0.01%	409
2024 Q2	$9.6K	Buy	349 +100	+40%	+$2.69K	﹤0.01%	421
2024 Q1	$6.46K	Sell	249 -271	-52%	-$6.82K	﹤0.01%	474
2023 Q4	$13.1K	Buy	520 +146	+39%	+$3.48K	﹤0.01%	374
2023 Q3	$8.85K	Buy	374 +21	+6%	+$516	﹤0.01%	457
2023 Q2	$8.6K	Buy	353 +21	+6%	+$504	﹤0.01%	492
2023 Q1	$7.76K	Buy	+332	New	+$7.79K	﹤0.01%	426

Other funds holding DFEV

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFEV Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 179% in Q4 2024, buying an estimated $19.3K and bringing the position to 1,095 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #311.

Oliver Lagore Vanvalin Investment Group first reported a position in DFEV in Q1 2023 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold DFEV as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 1,095 shares of Dimensional Emerging Markets Value ETF worth $28.7K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group bought 703 Dimensional Emerging Markets Value ETF shares in Q4 2024, an estimated $19.3K.
Dimensional Emerging Markets Value ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #311 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and has held it in 8 quarters since.
181 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.