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Sequoia Financial Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Sequoia Financial 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
Q2 		$2.62M Sell
61,518
-137
-0.2% -$5.6K 0.01% 521
2026
Q1 		$2.21M Sell
61,655
-3,803
-6% -$139K 0.01% 571
2025
Q4 		$2.21M Sell
65,458
-2,595
-4% -$85.6K 0.01% 542
2025
Q3 		$2.17M Sell
68,053
-1,075
-2% -$33.3K 0.01% 496
2025
Q2 		$2.07M Sell
69,128
-8,848
-11% -$246K 0.01% 460
2025
Q1 		$2.11M Sell
77,976
-1,399
-2% -$37.6K 0.02% 424
2024
Q4 		$2.08M Sell
79,375
-3,983
-5% -$109K 0.02% 395
2024
Q3 		$2.37M Buy
83,358
+708
+0.9% +$19.4K 0.03% 343
2024
Q2 		$2.27M Buy
82,650
+6,211
+8% +$167K 0.03% 302
2024
Q1 		$1.98M Buy
76,439
+5,519
+8% +$139K 0.02% 325
2023
Q4 		$1.79M Buy
70,920
+16,578
+31% +$395K 0.02% 382
2023
Q3 		$1.29M Buy
54,342
+4,617
+9% +$113K 0.02% 291
2023
Q2 		$1.21M Buy
49,725
+4,004
+9% +$96.1K 0.02% 313
2023
Q1 		$1.07M Buy
+45,721
New +$1.07M 0.02% 303

Other funds holding DFEV

Jones Financial Companies
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
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

Sequoia Financial Advisors's DFEV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.22% in Q2 2026, selling an estimated $5.6K and leaving 61,518 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #521.

Sequoia Financial Advisors 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.

  • Sequoia Financial Advisors held 61,518 shares of Dimensional Emerging Markets Value ETF worth $2.62M as of Q2 2026.
  • Sequoia Financial Advisors sold 137 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $5.6K.
  • Dimensional Emerging Markets Value ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #521 holding.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.