Relaxing Retirement Coach’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Relaxing Retirement Coach’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
2023 Q2	$3.04M	Buy	124,616 +2,909	+2%	+$69.8K	0.91%	17
2023 Q1	$2.85M	Buy	121,707 +43,580	+56%	+$1.02M	0.95%	17
2022 Q4	$1.77M	Buy	78,127 +47,585	+156%	+$1.04M	0.65%	23
2022 Q3	$627K	Buy	+30,542	New	+$700K	0.3%	35

Other funds holding DFEV

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

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Opes Wealth Management Menlo Park, California $586M AUM 20.17% 1-Year Est. Return