DFA Dimensional Emerging Markets Value ETF offers diversified exposure to 3,000+ emerging market stocks, emphasizing value and profitability factors. DFEV has outperformed the EEM benchmark by 2.3% annualized since inception, with lower volatility. The ETF maintains a lower allocation to China (25%) versus key competitors and focuses on financials (26.4%) and technology (22%).
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 74,712 | $1.91M | $3.04M | $1.13M | 59.07% |
Austin Private Wealth Austin Private Wealth LLC | 13,410 | $368,698.19 | $545,317.65 | $176,619.46 | 47.9% |
Jeff Ameen Spire Wealth Management | 49,981 | $1.34M | $2.07M | $725,734.18 | 54.18% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 9,114 | $326,098.92 | $371,987.91 | $45,888.99 | 14.07% |
Chris Williams Applied Capital LLC | 49,326 | $1.11M | $2M | $887,643.38 | 79.65% |
| ARCA Exchange | US Country |
The Portfolio is specialized in identifying and investing in value stocks within the emerging and frontier markets, focusing on companies that present significant growth opportunities at an attractive price. The Advisor plays a crucial role in determining these investment opportunities, aiming to capture potential returns from these less developed but rapidly growing markets. By adhering to a non-fundamental policy, the Portfolio commits to allocating at least 80% of its net assets into emerging markets investments that meet the criteria set forth in its Prospectus as Approved Markets securities. This strategic approach allows the Portfolio to navigate across various market capitalizations, enhancing its potential for achieving diverse and robust growth.
This service focuses on investing in equity securities of companies located in emerging markets. These markets are defined as nations that are transitioning from low income, less developed economies to more industrialized and developed markets. Investments in these areas aim to leverage the growth potential inherent in emerging economies, focusing on those companies that appear undervalued by the market.
Frontier markets represent a subset of emerging markets. These are countries in the earliest stages of economic development but with the prospect of rapid growth and development. The service includes investing in equity securities within these frontier markets, seeking to capitalize on their potential for high returns stemming from early-stage growth and development.
As part of its foundational investment strategy, the Portfolio maintains a policy to allocate at least 80% of its net assets in emerging markets investments that qualify as Approved Markets securities. This policy is central to the Portfolio’s commitment to focusing a significant portion of its investments on emerging and frontier markets, securing a broad exposure to their potential for economic advancement and stock market growth.