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Sigma Planning Corp’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Sigma Planning Corp’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
2023
Q4 		– Sell
-26,558
Closed -$629K – 919
2023
Q3 		$629K Buy
26,558
+10,245
+63% +$252K 0.02% 610
2023
Q2 		$398K Buy
16,313
+2,143
+15% +$51.4K 0.01% 830
2023
Q1 		$331K Buy
14,170
+1,737
+14% +$40.8K 0.01% 968
2022
Q4 		$281K Buy
+12,433
New +$273K 0.01% 992

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

Sigma Planning Corp's DFEV Position: Q4 2023 in Review

Sigma Planning Corp sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q4 2023, closing a stake of 26,558 shares — an estimated $629K sold.

Sigma Planning Corp first reported a position in DFEV in Q4 2022 and held it in 4 quarters. The position peaked at $629K in Q3 2023. 123 funds tracked by Wall St. Rank hold DFEV as of Q4 2023.

  • Sigma Planning Corp reported no remaining Dimensional Emerging Markets Value ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 26,558 Dimensional Emerging Markets Value ETF shares in Q4 2023, an estimated $629K.
  • Sigma Planning Corp first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and held it in 4 quarters.
  • Sigma Planning Corp's Dimensional Emerging Markets Value ETF position peaked at $629K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.