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

Wingate Wealth 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	$370K	Hold	8,661	–	–	0.16%	90
2026 Q1	$310K	Hold	8,661	–	–	0.17%	97
2025 Q4	$292K	Hold	8,661	–	–	0.16%	101
2025 Q3	$276K	Hold	8,661	–	–	0.19%	99
2025 Q2	$260K	Buy	8,661 +53	+0.6%	+$1.47K	0.23%	89
2025 Q1	$233K	Buy	8,608 +15	+0.2%	+$403	0.27%	85
2024 Q4	$225K	Buy	+8,593	New	+$236K	0.22%	90

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

Wingate Wealth Advisors's DFEV Position: Q2 2026 in Review

Wingate Wealth Advisors held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q2 2026 at 8,661 shares worth $370K. The position accounts for 0.16% of the portfolio, ranked #90.

Wingate Wealth Advisors first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Wingate Wealth Advisors held 8,661 shares of Dimensional Emerging Markets Value ETF worth $370K as of Q2 2026.
Wingate Wealth Advisors left its Dimensional Emerging Markets Value ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Value ETF made up 0.16% of Wingate Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Wingate Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
289 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.