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

SPWM 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 		$11M Buy
274,653
+2,204
+0.8% +$90.1K 10.14% 4
2026
Q1 		$11.2M Buy
272,449
+83,221
+44% +$3.03M 9.76% 3
2025
Q4 		$6.38M Buy
+189,228
New +$6.24M 6.06% 4

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

SPWM Advisors's DFEV Position: Q2 2026 in Review

SPWM Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.81% in Q2 2026, buying an estimated $90.1K and bringing the position to 274,653 shares worth $11M. The position accounts for 10.14% of the portfolio, ranked #4.

SPWM Advisors first reported a position in DFEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.2M in Q1 2026. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • SPWM Advisors held 274,653 shares of Dimensional Emerging Markets Value ETF worth $11M as of Q2 2026.
  • SPWM Advisors bought 2,204 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $90.1K.
  • Dimensional Emerging Markets Value ETF made up 10.14% of SPWM Advisors's portfolio in Q2 2026, its #4 holding.
  • SPWM Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • SPWM Advisors's Dimensional Emerging Markets Value ETF position peaked at $11.2M in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.