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Vestia Personal Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Vestia Personal Wealth Advisors’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
Q1 		$5.64M Buy
167,911
+16,368
+11% +$597K 2.65% 12
2025
Q4 		$5.07M Buy
151,543
+24,394
+19% +$805K 2.57% 11
2025
Q3 		$3.76M Buy
127,149
+30,431
+31% +$943K 2.18% 13
2025
Q2 		$2.9M Buy
96,718
+7,131
+8% +$198K 1.99% 12
2025
Q1 		$2.42M Buy
89,587
+18,866
+27% +$507K 1.92% 12
2024
Q4 		$1.85M Buy
70,721
+16,139
+30% +$442K 1.53% 14
2024
Q3 		$1.55M Buy
54,582
+5,029
+10% +$138K 1.46% 16
2024
Q2 		$1.36M Buy
+49,553
New +$1.33M 1.45% 15

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vestia Personal Wealth Advisors's DFEV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 11% in Q1 2026, buying an estimated $597K and bringing the position to 167,911 shares worth $5.64M. The position accounts for 2.65% of the portfolio, ranked #12.

Vestia Personal Wealth Advisors first reported a position in DFEV in Q2 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Vestia Personal Wealth Advisors held 167,911 shares of Dimensional Emerging Markets Value ETF worth $5.64M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 16,368 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $597K.
  • Dimensional Emerging Markets Value ETF made up 2.65% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.