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Porter White Investment Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Porter White Investment 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 		$1.45M Buy
33,979
+2,553
+8% +$104K 0.56% 22
2026
Q1 		$1.12M Sell
31,426
-166
-0.5% -$6.05K 0.45% 24
2025
Q4 		$1.07M Sell
31,592
-492
-2% -$16.2K 0.44% 24
2025
Q3 		$1.02M Buy
32,084
+167
+0.5% +$5.17K 0.44% 24
2025
Q2 		$957K Sell
31,917
-7,915
-20% -$220K 0.45% 23
2025
Q1 		$1.08M Buy
39,832
+4,800
+14% +$129K 0.53% 22
2024
Q4 		$918K Buy
35,032
+1,210
+4% +$33.2K 0.47% 22
2024
Q3 		$963K Buy
33,822
+392
+1% +$10.7K 0.48% 20
2024
Q2 		$919K Buy
33,430
+44
+0.1% +$1.18K 0.49% 20
2024
Q1 		$867K Buy
33,386
+5,827
+21% +$147K 0.46% 23
2023
Q4 		$694K Buy
27,559
+855
+3% +$20.4K 0.43% 21
2023
Q3 		$632K Buy
26,704
+3,594
+16% +$88.3K 0.48% 17
2023
Q2 		$563K Buy
23,110
+3,407
+17% +$81.8K 0.45% 18
2023
Q1 		$461K Buy
19,703
+2,204
+13% +$51.7K 0.4% 16
2022
Q4 		$396K Buy
+17,499
New +$384K 0.35% 16

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Porter White Investment Advisors's DFEV Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 8.1% in Q2 2026, buying an estimated $104K and bringing the position to 33,979 shares worth $1.45M. The position accounts for 0.56% of the portfolio, ranked #22.

Porter White Investment Advisors first reported a position in DFEV in Q4 2022 and has held it in 15 quarters since. 169 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Porter White Investment Advisors held 33,979 shares of Dimensional Emerging Markets Value ETF worth $1.45M as of Q2 2026.
  • Porter White Investment Advisors bought 2,553 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $104K.
  • Dimensional Emerging Markets Value ETF made up 0.56% of Porter White Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Porter White Investment Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 169 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.