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 Q3	$19.8M	Buy	466,305 +11,295	+2%	+$471K	4.64%	5
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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Strata Wealth Advisors's DFEV Position: Q3 2026 in Review

Strata Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.5% in Q3 2026, buying an estimated $471K and bringing the position to 466,305 shares worth $19.8M. The position accounts for 4.64% of the portfolio, ranked #5.

Strata Wealth Advisors first reported a position in DFEV in Q1 2024 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Strata Wealth Advisors held 466,305 shares of Dimensional Emerging Markets Value ETF worth $19.8M as of Q3 2026.
Strata Wealth Advisors bought 11,295 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $471K.
Dimensional Emerging Markets Value ETF made up 4.64% of Strata Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Strata Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q1 2024 and has held it in 11 quarters since.
60 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.