Sterling Financial Planning’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.33M	Sell	176,980 -2,971	-2%	-$108K	1.88%	16
2025 Q4	$6.07M	Buy	179,951 +1,895	+1%	+$62.5K	1.83%	16
2025 Q3	$5.68M	Sell	178,056 -7,584	-4%	-$235K	1.79%	16
2025 Q2	$5.57M	Buy	185,640 +9,971	+6%	+$277K	1.86%	15
2025 Q1	$4.75M	Buy	175,669 +21,030	+14%	+$565K	1.72%	17
2024 Q4	$4.05M	Buy	154,639 +2,386	+2%	+$65.4K	1.49%	21
2024 Q3	$4.33M	Buy	152,253 +18,470	+14%	+$506K	1.6%	19
2024 Q2	$3.68M	Buy	133,783 +16,178	+14%	+$435K	1.49%	19
2024 Q1	$3.05M	Buy	117,605 +15,378	+15%	+$387K	1.24%	24
2023 Q4	$2.58M	Buy	102,227 +21,998	+27%	+$524K	1.12%	28
2023 Q3	$1.9M	Buy	80,229 +6,790	+9%	+$167K	0.97%	32
2023 Q2	$1.79M	Buy	73,439 +15,744	+27%	+$378K	0.89%	33
2023 Q1	$1.35M	Buy	57,695 +18,149	+46%	+$426K	0.73%	37
2022 Q4	$894K	Buy	39,546 +11,154	+39%	+$244K	0.53%	43
2022 Q3	$583K	Buy	+28,392	New	+$650K	0.41%	48