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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$335K	Sell	9,357 -233	-2%	-$8.49K	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