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 Q3	$1.8M	Sell	42,369 -800	-2%	-$33.4K	0.03%	431
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Perigon Wealth Management's DFEV Position: Q3 2026 in Review

Perigon Wealth Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 1.9% in Q3 2026, selling an estimated $33.4K and leaving 42,369 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #431.

Perigon Wealth Management first reported a position in DFEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q2 2026. 91 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Perigon Wealth Management held 42,369 shares of Dimensional Emerging Markets Value ETF worth $1.8M as of Q3 2026.
Perigon Wealth Management sold 800 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $33.4K.
Dimensional Emerging Markets Value ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #431 holding.
Perigon Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
Perigon Wealth Management's Dimensional Emerging Markets Value ETF position peaked at $1.84M in Q2 2026.
91 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.