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
Q2 		$7.62M Sell
178,657
-8,667
-5% -$354K 0.04% 342
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

Jones Financial Companies
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
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

Waverly Advisors's DFEV Position: Q2 2026 in Review

Waverly Advisors reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 4.6% in Q2 2026, selling an estimated $354K and leaving 178,657 shares worth $7.62M. The position accounts for 0.04% of the portfolio, ranked #342.

Waverly 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.

  • Waverly Advisors held 178,657 shares of Dimensional Emerging Markets Value ETF worth $7.62M as of Q2 2026.
  • Waverly Advisors sold 8,667 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $354K.
  • Dimensional Emerging Markets Value ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #342 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.