DFEV — DFA Emerging Markets Value/Dimensional ETF Trust

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA Emerging Markets Value/Dimensional ETF Trust (DFEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.8% (2023 Q3)

Avg. % of fund

1.67%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	82,235	-1,025	-1.2%	1.59%	$2.8M	$33.74
2025 Q3	REDUCED	83,260	-1,325	-1.6%	1.65%	$2.7M	$31.70
2025 Q2	ADDED	84,585	+500	+0.6%	1.70%	$2.5M	$29.45
2025 Q1	REDUCED	84,085	-1,250	-1.5%	1.67%	$2.3M	$26.33

% of Fund (quarterly) DFEV price (monthly, adj. close)

Other funds also holding DFEV

As of 2025 Q4 — sorted by position size

Sensible Money, LLC 7.88% EAGLE WEALTH STRATEGIES LLC 7.59% True Wealth Design, LLC 3Y 6.97% Asset Dedication, LLC 3Y 7Y 5.88% Financial Architects, LLC 4.82% Cambridge Financial Group, LLC 4.72% Financially in Tune, LLC 4.23% Strata Wealth Advisors, LLC 3.96% Freedom Investment Management, Inc. 3Y 7Y 3.44% McCartney Wealth Management LLC 3.43%

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