Your Advocates Ltd’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Your Advocates Ltd’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	$15.3K	Hold	427	–	–	﹤0.01%	119
2025 Q4	$14.4K	Hold	427	–	–	﹤0.01%	114
2025 Q3	$13.6K	Hold	427	–	–	﹤0.01%	105
2025 Q2	$12.8K	Hold	427	–	–	﹤0.01%	99
2025 Q1	$11.6K	Hold	427	–	–	﹤0.01%	101
2024 Q4	$11.2K	Hold	427	–	–	﹤0.01%	102
2024 Q3	$12.2K	Hold	427	–	–	﹤0.01%	101
2024 Q2	$11.7K	Hold	427	–	–	﹤0.01%	103
2024 Q1	$11.1K	Hold	427	–	–	﹤0.01%	102
2023 Q4	$10.8K	Hold	427	–	–	﹤0.01%	102
2023 Q3	$10.1K	Hold	427	–	–	0.01%	108
2023 Q2	$10.4K	Hold	427	–	–	0.01%	132
2023 Q1	$9.98K	Hold	427	–	–	0.01%	98
2022 Q4	$9.65K	Hold	427	–	–	0.01%	91
2022 Q3	$9K	Buy	+427	New	+$9.78K	0.01%	87

Other funds holding DFEV

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return