Schwarz Dygos Wheeler Investment Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Schwarz Dygos Wheeler Investment 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 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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RWM

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

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

TWD

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

MAM

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

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.