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

Perigon 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 Q2	$1.84M	Buy	43,169 +71	+0.2%	+$2.9K	0.03%	429
2026 Q1	$1.54M	Sell	43,098 -700	-2%	-$25.5K	0.03%	427
2025 Q4	$1.48M	Sell	43,798 -1,912	-4%	-$63.1K	0.03%	443
2025 Q3	$1.46M	Sell	45,710 -6,644	-13%	-$206K	0.03%	417
2025 Q2	$1.57M	Sell	52,354 -7,429	-12%	-$206K	0.04%	384
2025 Q1	$1.62M	Buy	59,783 +45,190	+310%	+$1.21M	0.04%	345
2024 Q4	$379K	Buy	+14,593	New	+$400K	0.01%	734

Other funds holding DFEV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Perigon Wealth Management's DFEV Position: Q2 2026 in Review

Perigon Wealth Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.16% in Q2 2026, buying an estimated $2.9K and bringing the position to 43,169 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #429.

Perigon Wealth Management first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Perigon Wealth Management held 43,169 shares of Dimensional Emerging Markets Value ETF worth $1.84M as of Q2 2026.
Perigon Wealth Management bought 71 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $2.9K.
Dimensional Emerging Markets Value ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #429 holding.
Perigon Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.