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

Strata Wealth 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	$19.4M	Buy	455,010 +43,100	+10%	+$1.76M	4.73%	6
2026 Q1	$14.7M	Sell	411,910 -9,871	-2%	-$360K	4.04%	7
2025 Q4	$14.2M	Sell	421,781 -59,155	-12%	-$1.95M	3.96%	7
2025 Q3	$15.3M	Sell	480,936 -56,911	-11%	-$1.76M	4.05%	5
2025 Q2	$16.1M	Buy	537,847 +61,444	+13%	+$1.71M	4.44%	5
2025 Q1	$12.9M	Buy	476,403 +439,512	+1,191%	+$11.8M	4.01%	6
2024 Q4	$967K	Buy	36,891 +2,820	+8%	+$77.3K	0.3%	39
2024 Q3	$970K	Buy	34,071 +5,674	+20%	+$155K	0.31%	35
2024 Q2	$781K	Buy	28,397 +2,861	+11%	+$76.9K	0.27%	35
2024 Q1	$663K	Buy	+25,536	New	+$642K	0.23%	43

Other funds holding DFEV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Strata Wealth Advisors's DFEV Position: Q2 2026 in Review

Strata Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 10% in Q2 2026, buying an estimated $1.76M and bringing the position to 455,010 shares worth $19.4M. The position accounts for 4.73% of the portfolio, ranked #6.

Strata Wealth Advisors first reported a position in DFEV in Q1 2024 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Strata Wealth Advisors held 455,010 shares of Dimensional Emerging Markets Value ETF worth $19.4M as of Q2 2026.
Strata Wealth Advisors bought 43,100 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $1.76M.
Dimensional Emerging Markets Value ETF made up 4.73% of Strata Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Strata Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q1 2024 and has held it in 10 quarters since.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.