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Physician Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Physician Wealth Advisors’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 		$69.6K Hold
1,631
– – 0.01% 378
2026
Q1 		$58.4K Hold
1,631
– – 0.01% 371
2025
Q4 		$55K Hold
1,631
– – 0.01% 368
2025
Q3 		$52K Sell
1,631
-90
-5% -$2.79K 0.01% 375
2025
Q2 		$51.6K Hold
1,721
– – 0.01% 341
2025
Q1 		$46.6K Hold
1,721
– – 0.01% 346
2024
Q4 		$45.1K Buy
+1,721
New +$47.2K 0.01% 363

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Physician Wealth Advisors's DFEV Position: Q2 2026 in Review

Physician Wealth Advisors held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q2 2026 at 1,631 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #378.

Physician Wealth Advisors first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Physician Wealth Advisors held 1,631 shares of Dimensional Emerging Markets Value ETF worth $69.6K as of Q2 2026.
  • Physician Wealth Advisors left its Dimensional Emerging Markets Value ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Markets Value ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Physician Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.