RCS Financial Planning’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

RCS Financial Planning’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 Q3	$312K	Sell	7,358 -1,333	-15%	-$55.6K	0.17%	71
2026 Q2	$371K	Sell	8,691 -666	-7%	-$27.2K	0.18%	79
2026 Q1	$335K	Sell	9,357 -233	-2%	-$8.5K	0.17%	80
2025 Q4	$324K	Sell	9,590 -1,191	-11%	-$39.3K	0.14%	77
2025 Q3	$344K	Sell	10,781 -1,201	-10%	-$37.2K	0.15%	77
2025 Q2	$359K	Sell	11,982 -5,224	-30%	-$145K	0.18%	67
2025 Q1	$465K	Sell	17,206 -916	-5%	-$24.6K	0.25%	57
2024 Q4	$475K	Sell	18,122 -1,518	-8%	-$41.6K	0.25%	55
2024 Q3	$559K	Sell	19,640 -302	-2%	-$8.27K	0.31%	44
2024 Q2	$548K	Sell	19,942 -19,734	-50%	-$531K	0.32%	45
2024 Q1	$1.03M	Sell	39,676 -5,835	-13%	-$147K	0.63%	35
2023 Q4	$1.15M	Sell	45,511 -2,266	-5%	-$54K	0.75%	31
2023 Q3	$1.13M	Buy	47,777 +4,326	+10%	+$106K	0.86%	25
2023 Q2	$1.06M	Buy	43,451 +6,143	+16%	+$147K	0.87%	28
2023 Q1	$872K	Buy	37,308 +2,048	+6%	+$48.1K	0.77%	30
2022 Q4	$797K	Buy	+35,260	New	+$773K	0.77%	28

Other funds holding DFEV

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VPWA

Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return

RCS Financial Planning's DFEV Position: Q3 2026 in Review

RCS Financial Planning reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 15% in Q3 2026, selling an estimated $55.6K and leaving 7,358 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #71.

RCS Financial Planning first reported a position in DFEV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2023. 63 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

RCS Financial Planning held 7,358 shares of Dimensional Emerging Markets Value ETF worth $312K as of Q3 2026.
RCS Financial Planning sold 1,333 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $55.6K.
Dimensional Emerging Markets Value ETF made up 0.17% of RCS Financial Planning's portfolio in Q3 2026, its #71 holding.
RCS Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 16 quarters since.
RCS Financial Planning's Dimensional Emerging Markets Value ETF position peaked at $1.15M in Q4 2023.
63 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.