TF
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Tandem Financial’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Tandem Financial’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 		$866K Sell
20,290
-729
-3% -$29.8K 0.26% 57
2026
Q1 		$752K Buy
+21,019
New +$766K 0.24% 59
2025
Q4 		– Sell
-20,419
Closed -$651K – 58
2025
Q3 		$651K Buy
+20,419
New +$633K 0.24% 57

Other funds holding DFEV

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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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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

Tandem Financial's DFEV Position: Q2 2026 in Review

Tandem Financial reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 3.5% in Q2 2026, selling an estimated $29.8K and leaving 20,290 shares worth $866K. The position accounts for 0.26% of the portfolio, ranked #57.

Tandem Financial first reported a position in DFEV in Q3 2025 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Tandem Financial held 20,290 shares of Dimensional Emerging Markets Value ETF worth $866K as of Q2 2026.
  • Tandem Financial sold 729 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $29.8K.
  • Dimensional Emerging Markets Value ETF made up 0.26% of Tandem Financial's portfolio in Q2 2026, its #57 holding.
  • Tandem Financial first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.