WA
DFEV icon

Waverly Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Waverly 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 		$6.7M Sell
187,324
-4,658
-2% -$170K 0.05% 340
2025
Q4 		$6.48M Buy
191,982
+805
+0.4% +$26.6K 0.05% 322
2025
Q3 		$6.1M Buy
191,177
+6,193
+3% +$192K 0.06% 289
2025
Q2 		$5.55M Sell
184,984
-13,271
-7% -$368K 0.06% 288
2025
Q1 		$5.36M Sell
198,255
-849
-0.4% -$22.8K 0.07% 284
2024
Q4 		$5.22M Sell
199,104
-7,825
-4% -$215K 0.08% 213
2024
Q3 		$5.89M Sell
206,929
-3,400
-2% -$93.1K 0.11% 171
2024
Q2 		$5.78M Buy
+210,329
New +$5.65M 0.11% 164

Other funds holding DFEV

ADL
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
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 $329M AUM 24.11% 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 $360M AUM 18.28% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return