Schwarz Dygos Wheeler Investment Advisors’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
$2.67M Buy
74,712
+342
+0.5% +$12.5K 0.55% 41
2025
Q4
$2.51M Sell
74,370
-6,648
-8% -$219K 0.52% 40
2025
Q3
$2.58M Sell
81,018
-1,287
-2% -$39.9K 0.55% 39
2025
Q2
$2.47M Buy
82,305
+504
+0.6% +$14K 0.56% 41
2025
Q1
$2.21M Buy
81,801
+5,025
+7% +$135K 0.52% 45
2024
Q4
$2.01M Buy
76,776
+394
+0.5% +$10.8K 0.49% 43
2024
Q3
$2.17M Buy
76,382
+6,798
+10% +$186K 0.54% 43
2024
Q2
$1.91M Buy
69,584
+563
+0.8% +$15.1K 0.51% 42
2024
Q1
$1.79M Buy
69,021
+13,709
+25% +$345K 0.5% 46
2023
Q4
$1.39M Buy
55,312
+20,352
+58% +$485K 0.43% 48
2023
Q3
$828K Hold
34,960
0.28% 59
2023
Q2
$852K Buy
+34,960
New +$839K 0.28% 59

Other funds holding DFEV

Schwarz Dygos Wheeler Investment Advisors's DFEV Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.46% in Q1 2026, buying an estimated $12.5K and bringing the position to 74,712 shares worth $2.67M. The position accounts for 0.55% of the portfolio, ranked #41.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFEV in Q2 2023 and has held it in 12 quarters since. 269 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 74,712 shares of Dimensional Emerging Markets Value ETF worth $2.67M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 342 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $12.5K.
  • Dimensional Emerging Markets Value ETF made up 0.55% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.