von Borstel & Associates’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

von Borstel & Associates’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	$8.29M	Sell	231,755 -20,286	-8%	-$740K	1.9%	11
2025 Q4	$8.5M	Sell	252,041 -3,556	-1%	-$117K	1.99%	12
2025 Q3	$8.62M	Buy	255,597 +4,207	+2%	+$130K	1.32%	17
2025 Q2	$7.6M	Buy	251,390 +6,588	+3%	+$183K	2%	11
2025 Q1	$6.62M	Buy	244,802 +56,846	+30%	+$1.53M	1.98%	11
2024 Q4	$4.93M	Buy	187,956 +68,683	+58%	+$1.88M	1.93%	12
2024 Q3	$3.39M	Buy	+119,273	New	+$3.27M	1.92%	12

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return