Rather & Kittrell’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Rather & Kittrell’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 Q1	$1.17M	Sell	32,612 -228	-0.7%	-$8.31K	0.18%	49
2025 Q4	$1.11M	Buy	32,840 +1,518	+5%	+$50.1K	0.18%	48
2025 Q3	$999K	Buy	31,322 +3,248	+12%	+$101K	0.17%	48
2025 Q2	$842K	Buy	28,074 +7,810	+39%	+$217K	0.17%	49
2025 Q1	$548K	Buy	20,264 +1,764	+10%	+$47.4K	0.12%	58
2024 Q4	$485K	Buy	18,500 +797	+5%	+$21.8K	0.11%	59
2024 Q3	$504K	Buy	17,703 +100	+0.6%	+$2.74K	0.12%	56
2024 Q2	$484K	Buy	17,603 +940	+6%	+$25.3K	0.13%	56
2024 Q1	$433K	Buy	16,663 +4,016	+32%	+$101K	0.13%	61
2023 Q4	$319K	Buy	+12,647	New	+$301K	0.11%	56

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return