PBMares Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

PBMares 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
2025 Q3	$5.7M	Buy	178,623 +10,319	+6%	+$320K	0.92%	22
2025 Q2	$5.05M	Sell	168,304 -7,720	-4%	-$214K	0.92%	23
2025 Q1	$4.76M	Buy	176,024 +4,851	+3%	+$130K	0.95%	23
2024 Q4	$4.49M	Buy	171,173 +12,174	+8%	+$334K	0.92%	22
2024 Q3	$4.53M	Buy	158,999 +8,392	+6%	+$230K	0.95%	22
2024 Q2	$4.14M	Buy	150,607 +20,447	+16%	+$550K	1.02%	20
2024 Q1	$3.38M	Buy	130,160 +12,600	+11%	+$317K	0.88%	23
2023 Q4	$2.96M	Buy	117,560 +42,632	+57%	+$1.02M	0.89%	22
2023 Q3	$1.77M	Buy	74,928 +10,232	+16%	+$251K	0.64%	26
2023 Q2	$1.58M	Buy	64,696 +9,215	+17%	+$221K	0.56%	33
2023 Q1	$1.3M	Buy	55,481 +5,342	+11%	+$125K	0.48%	38
2022 Q4	$1.13M	Buy	50,139 +34,965	+230%	+$766K	0.46%	42
2022 Q3	$312K	Buy	+15,174	New	+$348K	0.14%	123

Other funds holding DFEV

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RWM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWD

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

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 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

PBMares Wealth Management's DFEV Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 6.1% in Q3 2025, buying an estimated $320K and bringing the position to 178,623 shares worth $5.7M. The position accounts for 0.92% of the portfolio, ranked #22.

PBMares Wealth Management first reported a position in DFEV in Q3 2022 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold DFEV as of Q3 2025.

PBMares Wealth Management held 178,623 shares of Dimensional Emerging Markets Value ETF worth $5.7M as of Q3 2025.
PBMares Wealth Management bought 10,319 Dimensional Emerging Markets Value ETF shares in Q3 2025, an estimated $320K.
Dimensional Emerging Markets Value ETF made up 0.92% of PBMares Wealth Management's portfolio in Q3 2025, its #22 holding.
PBMares Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2022 and has held it in 13 quarters since.
226 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.