Root Financial Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Root Financial Partners’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	$54.1M	Buy	1,268,143 +1,121,494	+765%	+$45.9M	2.1%	14
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

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

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

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

Root Financial Partners's DFEV Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 765% in Q2 2026, buying an estimated $45.9M and bringing the position to 1,268,143 shares worth $54.1M. The position accounts for 2.1% of the portfolio, ranked #14.

Root Financial Partners first reported a position in DFEV in Q1 2023 and has held it in 14 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Root Financial Partners held 1,268,143 shares of Dimensional Emerging Markets Value ETF worth $54.1M as of Q2 2026.
Root Financial Partners bought 1,121,494 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $45.9M.
Dimensional Emerging Markets Value ETF made up 2.1% of Root Financial Partners's portfolio in Q2 2026, its #14 holding.
Root Financial Partners first reported a position in Dimensional Emerging Markets Value ETF in Q1 2023 and has held it in 14 quarters since.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.