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

Triad 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 Q2	$525K	Buy	13,057 +2,097	+19%	+$85.8K	0.03%	301
2026 Q1	$392K	Buy	10,960 +137	+1%	+$5K	0.03%	332
2025 Q4	$365K	Buy	10,823 +562	+5%	+$18.5K	0.03%	339
2025 Q3	$327K	Buy	10,261 +471	+5%	+$14.6K	0.04%	269
2025 Q2	$294K	Buy	+9,790	New	+$272K	0.06%	221

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

Triad Wealth Partners's DFEV Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 19% in Q2 2026, buying an estimated $85.8K and bringing the position to 13,057 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #301.

Triad Wealth Partners first reported a position in DFEV in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Triad Wealth Partners held 13,057 shares of Dimensional Emerging Markets Value ETF worth $525K as of Q2 2026.
Triad Wealth Partners bought 2,097 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $85.8K.
Dimensional Emerging Markets Value ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #301 holding.
Triad Wealth Partners first reported a position in Dimensional Emerging Markets Value ETF in Q2 2025 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.