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OWM
Opes Wealth Management’s
Dimensional Emerging Markets Value ETF
DFEV
Stock Holding History
Opes Wealth Management’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
Q1
$11.8M
Sell
329,925
-589
-0.2%
-$21.5K
2.02%
15
2025
Q4
$11.2M
Sell
330,514
-3,318
-1%
-$109K
1.89%
14
2025
Q3
$10.6M
Sell
333,832
-1,298
-0.4%
-$40.2K
1.87%
14
2025
Q2
$10.1M
Buy
335,130
+4,449
+1%
+$124K
1.78%
15
2025
Q1
$8.94M
Sell
330,681
-6,984
-2%
-$188K
1.81%
16
2024
Q4
$8.85M
Buy
337,665
+12,031
+4%
+$330K
1.81%
13
2024
Q3
$9.27M
Sell
325,634
-722
-0.2%
-$19.8K
1.78%
12
2024
Q2
$8.97M
Sell
326,356
-2,473
-0.8%
-$66.5K
1.87%
12
2024
Q1
$8.54M
Sell
328,829
-2,444
-0.7%
-$61.5K
1.97%
11
2023
Q4
$8.35M
Sell
331,273
-2,070
-0.6%
-$49.3K
2%
11
2023
Q3
$7.89M
Buy
333,343
+12,535
+4%
+$308K
2.19%
11
2023
Q2
$7.82M
Buy
320,808
+38,809
+14%
+$931K
2.22%
10
2023
Q1
$6.59M
Buy
281,999
+7,903
+3%
+$185K
2.13%
13
2022
Q4
$6.2M
Buy
+274,096
New
+$6.01M
2.25%
12
Other funds holding DFEV
ADL
Asset Dedication LLC
San Francisco, California
$1.43B AUM
22.07%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
RWM
Ritholtz Wealth Management
New York
$5.76B AUM
24.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
EWA
Exencial Wealth Advisors
Oklahoma City, Oklahoma
$3.22B AUM
20.17%
1-Year Est. Return
SM
Sensible Money
Scottsdale, Arizona
$329M AUM
24.11%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
TWD
True Wealth Design
Akron, Ohio
$360M AUM
18.28%
1-Year Est. Return
MAM
Marquette Asset Management
Minneapolis, Minnesota
$776M AUM
23.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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