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Steward Partners Investment Advisory’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Steward Partners Investment Advisory’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 		$6.22M Buy
145,847
+34,357
+31% +$1.41M 0.03% 485
2026
Q1 		$3.99M Buy
111,490
+6,476
+6% +$236K 0.02% 588
2025
Q4 		$3.54M Buy
105,014
+22,611
+27% +$746K 0.02% 584
2025
Q3 		$2.63M Sell
82,403
-367
-0.4% -$11.4K 0.02% 671
2025
Q2 		$2.48M Buy
82,770
+18,948
+30% +$526K 0.02% 640
2025
Q1 		$1.73M Sell
63,822
-10,195
-14% -$274K 0.02% 706
2024
Q4 		$1.94M Buy
74,017
+1,277
+2% +$35K 0.02% 650
2024
Q3 		$2.07M Sell
72,740
-2,312
-3% -$63.3K 0.02% 611
2024
Q2 		$2.06M Buy
75,052
+6,238
+9% +$168K 0.02% 572
2024
Q1 		$1.79M Buy
68,814
+11,098
+19% +$279K 0.02% 613
2023
Q4 		$1.45M Buy
57,716
+5,161
+10% +$123K 0.02% 604
2023
Q3 		$1.24M Buy
52,555
+7,875
+18% +$193K 0.02% 605
2023
Q2 		$1.09M Buy
44,680
+3,785
+9% +$90.8K 0.02% 665
2023
Q1 		$956K Buy
40,895
+17,185
+72% +$403K 0.02% 710
2022
Q4 		$536K Buy
23,710
+22,560
+1,962% +$494K 0.01% 889
2022
Q3 		$24K Buy
+1,150
New +$26.3K ﹤0.01% 2134

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

Steward Partners Investment Advisory's DFEV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 31% in Q2 2026, buying an estimated $1.41M and bringing the position to 145,847 shares worth $6.22M. The position accounts for 0.03% of the portfolio, ranked #485.

Steward Partners Investment Advisory first reported a position in DFEV in Q3 2022 and has held it in 16 quarters since. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Steward Partners Investment Advisory held 145,847 shares of Dimensional Emerging Markets Value ETF worth $6.22M as of Q2 2026.
  • Steward Partners Investment Advisory bought 34,357 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $1.41M.
  • Dimensional Emerging Markets Value ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #485 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional Emerging Markets Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.