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 Q2	$371K	Sell	8,691 -666	-7%	-$27.2K	0.18%	79
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

Other funds holding DFEV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

RCS Financial Planning's DFEV Position: Q2 2026 in Review

RCS Financial Planning reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 7.1% in Q2 2026, selling an estimated $27.2K and leaving 8,691 shares worth $371K. The position accounts for 0.18% of the portfolio, ranked #79.

RCS Financial Planning first reported a position in DFEV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q4 2023. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

RCS Financial Planning held 8,691 shares of Dimensional Emerging Markets Value ETF worth $371K as of Q2 2026.
RCS Financial Planning sold 666 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $27.2K.
Dimensional Emerging Markets Value ETF made up 0.18% of RCS Financial Planning's portfolio in Q2 2026, its #79 holding.
RCS Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 15 quarters since.
RCS Financial Planning's Dimensional Emerging Markets Value ETF position peaked at $1.15M in Q4 2023.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.