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

Retirement Solution’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
2025 Q1	–	Sell	-207,694	Closed	-$5.44M	–	43
2024 Q4	$5.44M	Sell	207,694 -687	-0.3%	-$18.8K	1.43%	9
2024 Q3	$5.94M	Sell	208,381 -1,515	-0.7%	-$41.5K	1.45%	10
2024 Q2	$5.77M	Buy	209,896 +105,368	+101%	+$2.83M	1.55%	10
2024 Q1	$2.71M	Buy	104,528 +286	+0.3%	+$7.19K	0.74%	14
2023 Q4	$2.63M	Buy	104,242 +2,366	+2%	+$56.3K	0.78%	15
2023 Q3	$2.41M	Buy	101,876 +5,567	+6%	+$137K	0.8%	14
2023 Q2	$2.35M	Buy	96,309 +4,010	+4%	+$96.2K	0.76%	15
2023 Q1	$2.16M	Buy	+92,299	New	+$2.17M	0.76%	17

Other funds holding DFEV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ADL

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

RWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Retirement Solution's DFEV Position: Q1 2025 in Review

Retirement Solution sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2025, closing a stake of 207,694 shares — an estimated $5.44M sold.

Retirement Solution first reported a position in DFEV in Q1 2023 and held it in 8 quarters. The position peaked at $5.94M in Q3 2024. 192 funds tracked by Wall St. Rank hold DFEV as of Q1 2025.

Retirement Solution reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2025 after selling out during the quarter.
Retirement Solution sold 207,694 Dimensional Emerging Markets Value ETF shares in Q1 2025, an estimated $5.44M.
Retirement Solution first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and held it in 8 quarters.
Retirement Solution's Dimensional Emerging Markets Value ETF position peaked at $5.94M in Q3 2024.
192 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2025.

Based on Retirement Solution's 13F filing for Q1 2025, filed 17 Apr 2025.