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 Q2	$7.72M	Buy	367,532 +199,621	+119%	+$8.16M	3.01%	11
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

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

Vestia Personal Wealth Advisors's DFEV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 119% in Q2 2026, buying an estimated $8.16M and bringing the position to 367,532 shares worth $7.72M. The position accounts for 3.01% of the portfolio, ranked #11.

Vestia Personal Wealth Advisors first reported a position in DFEV in Q2 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Vestia Personal Wealth Advisors held 367,532 shares of Dimensional Emerging Markets Value ETF worth $7.72M as of Q2 2026.
Vestia Personal Wealth Advisors bought 199,621 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $8.16M.
Dimensional Emerging Markets Value ETF made up 3.01% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.