DFEV β€” DIMENSIONAL EMER MKTS VALUE

Ownership history in von Borstel & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported DIMENSIONAL EMER MKTS VALUE (DFEV) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.0% in 2025 Q2. The latest visible filing shows DFEV at 1.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'s position in DIMENSIONAL EMER MKTS VALUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFEV was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How von Borstel & Associates, Inc. held DFEV β€” position size vs. price
% of Fund (quarterly)    DFEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 252,041 -3,556 -1.4% 1.99% $8.5M 2026-02-14 (Est.) $37.79
2025 Q3 ADDED 255,597 +4,207 +1.7% 1.32% $8.6M 2025-11-14 $33.44
2025 Q2 ADDED 251,390 +6,588 +2.7% 2.00% $7.6M 2025-08-11 $30.04
2025 Q1 ADDED 244,802 +56,846 +30.2% 1.98% $6.6M 2025-04-29 $26.09
2024 Q4 ADDED 187,956 +68,683 +57.6% 1.93% $4.9M 2025-02-11 $26.01
2024 Q3 INITIATED 119,273 β€” β€” 1.92% $3.4M 2024-10-15 $26.75

FAQ About von Borstel & Associates, Inc. and DFEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has von Borstel & Associates, Inc. reported owning DFEV?

von Borstel & Associates, Inc. reported DFEV across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFEV position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DFEV was 2.00% in 2025 Q2.

What is the latest reported DFEV position on this page?

The most recent filing on this page is 2025 Q4, when von Borstel & Associates, Inc. reported 252,041 shares, equal to 1.99% of portfolio, with an estimated market value of $8.5M.

What does the chart on this DFEV ownership page compare?

The chart compares von Borstel & Associates, Inc.'s quarterly DFEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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