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Strategic Wealth Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Strategic Wealth Partners’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 		$18.5K Hold
518
– – ﹤0.01% 727
2025
Q4 		$17.5K Sell
518
-288
-36% -$9.5K ﹤0.01% 731
2025
Q3 		$25.7K Buy
+806
New +$25K ﹤0.01% 677

Other funds holding DFEV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $329M AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Strategic Wealth Partners's DFEV Position: Q1 2026 in Review

Strategic Wealth Partners held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q1 2026 at 518 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Strategic Wealth Partners first reported a position in DFEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.7K in Q3 2025. 268 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Strategic Wealth Partners held 518 shares of Dimensional Emerging Markets Value ETF worth $18.5K as of Q1 2026.
  • Strategic Wealth Partners left its Dimensional Emerging Markets Value ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #727 holding.
  • Strategic Wealth Partners first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Dimensional Emerging Markets Value ETF position peaked at $25.7K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.