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Wealthcare Advisory Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-11,972
Closed -$404K – 1089
2025
Q4 		$404K Buy
11,972
+480
+4% +$15.8K 0.01% 768
2025
Q3 		$366K Buy
11,492
+1,660
+17% +$51.4K 0.01% 773
2025
Q2 		$295K Buy
9,832
+143
+1% +$3.97K 0.01% 793
2025
Q1 		$262K Buy
9,689
+329
+4% +$8.84K 0.01% 788
2024
Q4 		$245K Sell
9,360
-2,442
-21% -$66.9K 0.01% 779
2024
Q3 		$336K Buy
11,802
+1,362
+13% +$37.3K 0.01% 680
2024
Q2 		$287K Buy
+10,440
New +$281K 0.01% 691

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 $250B AUM 21.32% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
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 $2.3T AUM 54.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Wealthcare Advisory Partners's DFEV Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2026, closing a stake of 11,972 shares — an estimated $404K sold.

Wealthcare Advisory Partners first reported a position in DFEV in Q2 2024 and held it in 7 quarters. The position peaked at $404K in Q4 2025. 271 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 11,972 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $404K.
  • Wealthcare Advisory Partners first reported a position in Dimensional Emerging Markets Value ETF in Q2 2024 and held it in 7 quarters.
  • Wealthcare Advisory Partners's Dimensional Emerging Markets Value ETF position peaked at $404K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.