Sax Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Sax Wealth Advisors’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 Q3	$9.3M	Buy	219,411 +42,749	+24%	+$1.78M	0.27%	62
2026 Q2	$6.32M	Buy	176,662 +54,590	+45%	+$2.23M	0.26%	72
2026 Q1	$4.12M	Hold	122,072	–	–	0.2%	79
2025 Q4	$4.12M	Buy	122,072 +22,833	+23%	+$753K	0.19%	80
2025 Q3	$3.16M	Buy	99,239 +29,907	+43%	+$927K	0.17%	84
2025 Q2	$2.08M	Buy	69,332 +15,529	+29%	+$431K	0.13%	99
2025 Q1	$1.46M	Buy	53,803 +9,208	+21%	+$247K	0.1%	109
2024 Q4	$1.17M	Buy	+44,595	New	+$1.22M	0.09%	107

Other funds holding DFEV

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sax Wealth Advisors's DFEV Position: Q3 2026 in Review

Sax Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 24% in Q3 2026, buying an estimated $1.78M and bringing the position to 219,411 shares worth $9.3M. The position accounts for 0.27% of the portfolio, ranked #62.

Sax Wealth Advisors first reported a position in DFEV in Q4 2024 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Sax Wealth Advisors held 219,411 shares of Dimensional Emerging Markets Value ETF worth $9.3M as of Q3 2026.
Sax Wealth Advisors bought 42,749 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $1.78M.
Dimensional Emerging Markets Value ETF made up 0.27% of Sax Wealth Advisors's portfolio in Q3 2026, its #62 holding.
Sax Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
33 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.