SwitchPoint Financial Planning’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

SwitchPoint Financial Planning’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	$584K	Hold	13,697	–	–	0.34%	41
2026 Q1	$490K	Hold	13,697	–	–	0.33%	44
2025 Q4	$462K	Hold	13,697	–	–	0.32%	40
2025 Q3	$437K	Hold	13,697	–	–	0.32%	41
2025 Q2	$411K	Hold	13,697	–	–	0.34%	39
2025 Q1	$371K	Hold	13,697	–	–	0.35%	34
2024 Q4	$359K	Buy	+13,697	New	+$375K	0.34%	34

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

SwitchPoint Financial Planning's DFEV Position: Q2 2026 in Review

SwitchPoint Financial Planning held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q2 2026 at 13,697 shares worth $584K. The position accounts for 0.34% of the portfolio, ranked #41.

SwitchPoint Financial Planning first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

SwitchPoint Financial Planning held 13,697 shares of Dimensional Emerging Markets Value ETF worth $584K as of Q2 2026.
SwitchPoint Financial Planning left its Dimensional Emerging Markets Value ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Value ETF made up 0.34% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #41 holding.
SwitchPoint Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.