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Stokes Family Office’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Stokes Family Office’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
Q1 		– Sell
-7,083
Closed -$239K – 286
2025
Q4 		$239K Sell
7,083
-55,023
-89% -$1.81M 0.02% 271
2025
Q3 		$1.98M Buy
+62,106
New +$1.92M 0.19% 96

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stokes Family Office's DFEV Position: Q1 2026 in Review

Stokes Family Office sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2026, closing a stake of 7,083 shares — an estimated $239K sold.

Stokes Family Office first reported a position in DFEV in Q3 2025 and held it in 2 quarters. The position peaked at $1.98M in Q3 2025. 271 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Stokes Family Office reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 7,083 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $239K.
  • Stokes Family Office first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and held it in 2 quarters.
  • Stokes Family Office's Dimensional Emerging Markets Value ETF position peaked at $1.98M in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.