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

Sterling Financial Planning’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 		$7.39M Sell
173,234
-3,746
-2% -$153K 2.01% 16
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

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

Sterling Financial Planning's DFEV Position: Q2 2026 in Review

Sterling Financial Planning reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.1% in Q2 2026, selling an estimated $153K and leaving 173,234 shares worth $7.39M. The position accounts for 2.01% of the portfolio, ranked #16.

Sterling Financial Planning first reported a position in DFEV in Q3 2022 and has held it in 16 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Sterling Financial Planning held 173,234 shares of Dimensional Emerging Markets Value ETF worth $7.39M as of Q2 2026.
  • Sterling Financial Planning sold 3,746 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $153K.
  • Dimensional Emerging Markets Value ETF made up 2.01% of Sterling Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Sterling Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.