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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HFS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

3LCM

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Relaxing Retirement Coach's DFEV Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.4% in Q2 2023, buying an estimated $69.8K and bringing the position to 124,616 shares worth $3.04M. The position accounts for 0.91% of the portfolio, ranked #17.

Relaxing Retirement Coach first reported a position in DFEV in Q3 2022 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold DFEV as of Q2 2023.

Relaxing Retirement Coach held 124,616 shares of Dimensional Emerging Markets Value ETF worth $3.04M as of Q2 2023.
Relaxing Retirement Coach bought 2,909 Dimensional Emerging Markets Value ETF shares in Q2 2023, an estimated $69.8K.
Dimensional Emerging Markets Value ETF made up 0.91% of Relaxing Retirement Coach's portfolio in Q2 2023, its #17 holding.
Relaxing Retirement Coach first reported a position in Dimensional Emerging Markets Value ETF in Q3 2022 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.