White Wing Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

White Wing Wealth Management’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	$4.22M	Sell	98,866 -2,491	-2%	-$102K	2.2%	10
2026 Q1	$3.63M	Sell	101,357 -589	-0.6%	-$21.5K	2.18%	10
2025 Q4	$3.44M	Buy	101,946 +14,673	+17%	+$484K	2.05%	11
2025 Q3	$2.8M	Buy	87,273 +14,390	+20%	+$446K	1.74%	11
2025 Q2	$2.19M	Sell	72,883 -1,192	-2%	-$33.1K	1.48%	11
2025 Q1	$1.91M	Buy	74,075 +7,401	+11%	+$199K	1.49%	11
2024 Q4	$1.75M	Buy	66,674 +1,502	+2%	+$41.2K	1.3%	13
2024 Q3	$1.85M	Sell	65,172 -5,026	-7%	-$138K	1.43%	12
2024 Q2	$1.93M	Buy	70,198 +11,966	+21%	+$322K	1.54%	10
2024 Q1	$1.52M	Buy	+58,232	New	+$1.46M	1.26%	15

Other funds holding DFEV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

White Wing Wealth Management's DFEV Position: Q2 2026 in Review

White Wing Wealth Management reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.5% in Q2 2026, selling an estimated $102K and leaving 98,866 shares worth $4.22M. The position accounts for 2.2% of the portfolio, ranked #10.

White Wing Wealth Management first reported a position in DFEV in Q1 2024 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

White Wing Wealth Management held 98,866 shares of Dimensional Emerging Markets Value ETF worth $4.22M as of Q2 2026.
White Wing Wealth Management sold 2,491 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $102K.
Dimensional Emerging Markets Value ETF made up 2.2% of White Wing Wealth Management's portfolio in Q2 2026, its #10 holding.
White Wing Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q1 2024 and has held it in 10 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.