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Wealthspire Advisors (New York)’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,972
Closed -$62.9K – 1486
2025
Q3 		$62.9K Buy
+1,972
New +$61.1K ﹤0.01% 1156

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SM
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TWD
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EWA
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MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFEV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q4 2025, closing a stake of 1,972 shares — an estimated $62.9K sold.

Wealthspire Advisors (New York) first reported a position in DFEV in Q3 2025 and held it in 1 quarter. The position peaked at $62.9K in Q3 2025. 250 funds tracked by Wall St. Rank hold DFEV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dimensional Emerging Markets Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,972 Dimensional Emerging Markets Value ETF shares in Q4 2025, an estimated $62.9K.
  • Wealthspire Advisors (New York) first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dimensional Emerging Markets Value ETF position peaked at $62.9K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.