UWM
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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
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

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

United Wealth Management's DFEV Position: Q2 2026 in Review

United Wealth Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.79% in Q2 2026, selling an estimated $52.2K and leaving 161,153 shares worth $6.88M. The position accounts for 1.55% of the portfolio, ranked #14.

United Wealth Management first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • United Wealth Management held 161,153 shares of Dimensional Emerging Markets Value ETF worth $6.88M as of Q2 2026.
  • United Wealth Management sold 1,276 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $52.2K.
  • Dimensional Emerging Markets Value ETF made up 1.55% of United Wealth Management's portfolio in Q2 2026, its #14 holding.
  • United Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.