BSC
DFEV icon

BOLTON SECURITIES CORPORATION’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$212K Hold
5,000
– – 0.01% 874
2026
Q2 		$213K Sell
5,000
-2,800
-36% -$115K 0.01% 879
2026
Q1 		$279K Buy
+7,800
New +$284K 0.01% 712

Other funds holding DFEV

Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DFEV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q3 2026 at 5,000 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #874.

BOLTON SECURITIES CORPORATION first reported a position in DFEV in Q1 2026 and has held it in 3 quarters since. The position peaked at $279K in Q1 2026. 229 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,000 shares of Dimensional Emerging Markets Value ETF worth $212K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Dimensional Emerging Markets Value ETF share count unchanged in Q3 2026.
  • Dimensional Emerging Markets Value ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #874 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Dimensional Emerging Markets Value ETF in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Dimensional Emerging Markets Value ETF position peaked at $279K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.