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

Simplicity Wealth’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 		– Sell
-6,836
Closed -$245K – 1030
2026
Q1 		$245K Sell
6,836
-570
-8% -$20.8K 0.01% 661
2025
Q4 		$250K Sell
7,406
-433
-6% -$14.3K 0.01% 615
2025
Q3 		$250K Buy
+7,839
New +$243K 0.01% 606
2025
Q2 		– Sell
-9,289
Closed -$251K – 605
2025
Q1 		$251K Buy
+9,289
New +$250K 0.02% 463

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

Simplicity Wealth's DFEV Position: Q2 2026 in Review

Simplicity Wealth sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2026, closing a stake of 6,836 shares — an estimated $245K sold.

Simplicity Wealth first reported a position in DFEV in Q1 2025 and held it in 4 quarters. The position peaked at $251K in Q1 2025. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Simplicity Wealth reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2026 after selling out during the quarter.
  • Simplicity Wealth sold 6,836 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $245K.
  • Simplicity Wealth first reported a position in Dimensional Emerging Markets Value ETF in Q1 2025 and held it in 4 quarters.
  • Simplicity Wealth's Dimensional Emerging Markets Value ETF position peaked at $251K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.