Phillips Financial Management
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
Q3 		$192K Sell
4,538
-844
-16% -$35.2K 0.01% 205
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

Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Phillips Financial Management's DFEV Position: Q3 2026 in Review

Phillips Financial Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 16% in Q3 2026, selling an estimated $35.2K and leaving 4,538 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #205.

Phillips Financial Management first reported a position in DFEV in Q1 2023 and has held it in 15 quarters since. The position peaked at $230K in Q2 2026. 72 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • Phillips Financial Management held 4,538 shares of Dimensional Emerging Markets Value ETF worth $192K as of Q3 2026.
  • Phillips Financial Management sold 844 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $35.2K.
  • Dimensional Emerging Markets Value ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #205 holding.
  • Phillips Financial Management first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Phillips Financial Management's Dimensional Emerging Markets Value ETF position peaked at $230K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.