PWA
DFEV icon

Principia Wealth Advisory’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Principia Wealth Advisory’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 		$91.3K Buy
2,140
+260
+14% +$10.6K 0.05% 114
2026
Q1 		$67.3K Buy
1,880
+380
+25% +$13.9K 0.04% 125
2025
Q4 		$50.6K Buy
1,500
+170
+13% +$5.61K 0.03% 125
2025
Q3 		$42.4K Buy
1,330
+20
+2% +$620 0.03% 124
2025
Q2 		$39.3K Sell
1,310
-90
-6% -$2.5K 0.03% 113
2025
Q1 		$34.9K Buy
1,400
+160
+13% +$4.3K 0.03% 93
2024
Q4 		$32.5K Buy
+1,240
New +$34K 0.03% 96

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

Principia Wealth Advisory's DFEV Position: Q2 2026 in Review

Principia Wealth Advisory increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 14% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,140 shares worth $91.3K. The position accounts for 0.05% of the portfolio, ranked #114.

Principia Wealth Advisory 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.

  • Principia Wealth Advisory held 2,140 shares of Dimensional Emerging Markets Value ETF worth $91.3K as of Q2 2026.
  • Principia Wealth Advisory bought 260 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $10.6K.
  • Dimensional Emerging Markets Value ETF made up 0.05% of Principia Wealth Advisory's portfolio in Q2 2026, its #114 holding.
  • Principia Wealth Advisory 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.