United Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

United Wealth 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 Q3	$6.88M	Buy	162,278 +1,125	+0.7%	+$46.9K	1.82%	13
2026 Q2	$6.88M	Sell	161,153 -1,276	-0.8%	-$52.2K	1.55%	14
2026 Q1	$5.81M	Buy	162,429 +2,888	+2%	+$105K	1.44%	14
2025 Q4	$5.38M	Buy	159,541 +5,008	+3%	+$165K	1.39%	15
2025 Q3	$4.93M	Buy	154,533 +1,635	+1%	+$50.7K	1.34%	15
2025 Q2	$4.59M	Buy	152,898 +3,373	+2%	+$93.6K	1.33%	14
2025 Q1	$4.04M	Buy	149,525 +25,330	+20%	+$680K	1.27%	14
2024 Q4	$3.26M	Buy	+124,195	New	+$3.4M	1.1%	14

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

United Wealth Management's DFEV Position: Q3 2026 in Review

United Wealth Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.7% in Q3 2026, buying an estimated $46.9K and bringing the position to 162,278 shares worth $6.88M. The position accounts for 1.82% of the portfolio, ranked #13.

United Wealth Management first reported a position in DFEV in Q4 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

United Wealth Management held 162,278 shares of Dimensional Emerging Markets Value ETF worth $6.88M as of Q3 2026.
United Wealth Management bought 1,125 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $46.9K.
Dimensional Emerging Markets Value ETF made up 1.82% of United Wealth Management's portfolio in Q3 2026, its #13 holding.
United Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
207 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.