Pinney & Scofield’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Pinney & Scofield’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	$2M	Sell	46,990 -108	-0.2%	-$4.42K	0.98%	18
2026 Q1	$1.69M	Buy	47,098 +2,359	+5%	+$86K	0.91%	18
2025 Q4	$1.51M	Sell	44,739 -36	-0.1%	-$1.19K	0.86%	18
2025 Q3	$1.43M	Buy	44,775 +601	+1%	+$18.6K	0.89%	18
2025 Q2	$1.32M	Sell	44,174 -52	-0.1%	-$1.44K	0.9%	19
2025 Q1	$1.2M	Buy	44,226 +3,391	+8%	+$91.1K	0.87%	20
2024 Q4	$1.07M	Buy	+40,835	New	+$1.12M	0.81%	20

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

Pinney & Scofield's DFEV Position: Q2 2026 in Review

Pinney & Scofield reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.23% in Q2 2026, selling an estimated $4.42K and leaving 46,990 shares worth $2M. The position accounts for 0.98% of the portfolio, ranked #18.

Pinney & Scofield 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.

Pinney & Scofield held 46,990 shares of Dimensional Emerging Markets Value ETF worth $2M as of Q2 2026.
Pinney & Scofield sold 108 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $4.42K.
Dimensional Emerging Markets Value ETF made up 0.98% of Pinney & Scofield's portfolio in Q2 2026, its #18 holding.
Pinney & Scofield 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 Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.