Root Financial Partners’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	$5.25M	Sell	146,649 -31,375	-18%	-$1.14M	0.24%	35
2025 Q4	$6.01M	Sell	178,024 -80,964	-31%	-$2.67M	0.31%	34
2025 Q3	$8.26M	Buy	258,988 +19,841	+8%	+$615K	0.51%	23
2025 Q2	$7.17M	Sell	239,147 -141,699	-37%	-$3.93M	0.69%	23
2025 Q1	$10.3M	Sell	380,846 -33,209	-8%	-$892K	1.1%	18
2024 Q4	$10.9M	Buy	414,055 +143,569	+53%	+$3.94M	1.35%	15
2024 Q3	$7.7M	Buy	270,486 +125,695	+87%	+$3.44M	1.23%	15
2024 Q2	$3.98M	Buy	144,791 +58,487	+68%	+$1.57M	0.93%	15
2024 Q1	$2.24M	Buy	86,304 +11,922	+16%	+$300K	0.66%	22
2023 Q4	$1.87M	Buy	74,382 +25,206	+51%	+$600K	0.7%	19
2023 Q3	$1.16M	Buy	49,176 +19,364	+65%	+$476K	0.62%	22
2023 Q2	$727K	Buy	29,812 +9,242	+45%	+$222K	0.43%	30
2023 Q1	$481K	Buy	+20,570	New	+$483K	0.34%	41