PFM
DFEV icon

Phillips Financial Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Phillips Financial 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 		$230K Sell
5,382
-31
-0.6% -$1.27K 0.02% 191
2026
Q1 		$194K Sell
5,413
-649
-11% -$23.7K 0.01% 195
2025
Q4 		$205K Sell
6,062
-333
-5% -$11K 0.01% 203
2025
Q3 		$204K Buy
6,395
+861
+16% +$26.7K 0.01% 206
2025
Q2 		$166K Buy
5,534
+19
+0.3% +$527 0.01% 190
2025
Q1 		$149K Buy
5,515
+536
+11% +$14.4K 0.01% 185
2024
Q4 		$130K Buy
4,979
+18
+0.4% +$493 0.01% 185
2024
Q3 		$141K Buy
4,961
+754
+18% +$20.6K 0.01% 193
2024
Q2 		$116K Buy
4,207
+675
+19% +$18.1K 0.01% 198
2024
Q1 		$91.7K Buy
3,532
+1,224
+53% +$30.8K 0.01% 200
2023
Q4 		$58.2K Buy
2,308
+13
+0.6% +$310 0.01% 191
2023
Q3 		$54.3K Buy
2,295
+1,675
+270% +$41.2K 0.01% 187
2023
Q2 		$15.1K Buy
620
+5
+0.8% +$120 ﹤0.01% 213
2023
Q1 		$14.4K Buy
+615
New +$14.4K ﹤0.01% 216

Other funds holding DFEV

Jones Financial Companies
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
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

Phillips Financial Management's DFEV Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.57% in Q2 2026, selling an estimated $1.27K and leaving 5,382 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #191.

Phillips Financial Management first reported a position in DFEV in Q1 2023 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Phillips Financial Management held 5,382 shares of Dimensional Emerging Markets Value ETF worth $230K as of Q2 2026.
  • Phillips Financial Management sold 31 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $1.27K.
  • Dimensional Emerging Markets Value ETF made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #191 holding.
  • Phillips Financial Management first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.