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Tortoise Investment Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Tortoise Investment Management’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 		$8.53M Sell
199,815
-4,123
-2% -$169K 0.64% 50
2026
Q1 		$7.3M Buy
203,938
+9,526
+5% +$347K 0.6% 51
2025
Q4 		$6.56M Buy
194,412
+4,658
+2% +$154K 0.58% 52
2025
Q3 		$6.05M Buy
189,754
+8,120
+4% +$252K 0.54% 56
2025
Q2 		$5.45M Buy
181,634
+19,698
+12% +$547K 0.52% 59
2025
Q1 		$4.38M Buy
161,936
+26,596
+20% +$714K 0.46% 59
2024
Q4 		$3.55M Buy
135,340
+21,482
+19% +$589K 0.37% 69
2024
Q3 		$3.24M Buy
113,858
+56,692
+99% +$1.55M 0.34% 70
2024
Q2 		$1.57M Buy
57,166
+14,016
+32% +$377K 0.18% 90
2024
Q1 		$1.12M Buy
43,150
+25,973
+151% +$653K 0.14% 104
2023
Q4 		$433K Sell
17,177
-807
-4% -$19.2K 0.06% 153
2023
Q3 		$426K Buy
17,984
+5,899
+49% +$145K 0.06% 146
2023
Q2 		$295K Buy
12,085
+266
+2% +$6.38K 0.04% 167
2023
Q1 		$276K Buy
11,819
+1,890
+19% +$44.4K 0.04% 169
2022
Q4 		$224K Sell
9,929
-953
-9% -$20.9K 0.04% 178
2022
Q3 		$223K Buy
+10,882
New +$249K 0.04% 174

Other funds holding DFEV

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 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

Tortoise Investment Management's DFEV Position: Q2 2026 in Review

Tortoise Investment Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 2% in Q2 2026, selling an estimated $169K and leaving 199,815 shares worth $8.53M. The position accounts for 0.64% of the portfolio, ranked #50.

Tortoise Investment Management first reported a position in DFEV in Q3 2022 and has held it in 16 quarters since. 243 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Tortoise Investment Management held 199,815 shares of Dimensional Emerging Markets Value ETF worth $8.53M as of Q2 2026.
  • Tortoise Investment Management sold 4,123 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $169K.
  • Dimensional Emerging Markets Value ETF made up 0.64% of Tortoise Investment Management's portfolio in Q2 2026, its #50 holding.
  • Tortoise Investment Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 243 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.