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Elevate Wealth Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Elevate Wealth Advisory’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$943K Buy
24,273
+1,088
+5% +$43.8K 0.6% 30
2025
Q4 		$918K Sell
23,185
-86
-0.4% -$3.36K 0.63% 29
2025
Q3 		$898K Sell
23,271
-78
-0.3% -$2.91K 0.65% 28
2025
Q2 		$837K Buy
23,349
+20
+0.1% +$667 0.6% 33
2025
Q1 		$770K Sell
23,329
-36
-0.2% -$1.25K 0.55% 35
2024
Q4 		$808K Sell
23,365
-769
-3% -$27.1K 0.61% 33
2024
Q3 		$828K Sell
24,134
-2,819
-10% -$93.1K 0.61% 32
2024
Q2 		$869K Buy
26,953
+239
+0.9% +$7.54K 0.71% 30
2024
Q1 		$854K Sell
26,714
-3,317
-11% -$100K 0.74% 30
2023
Q4 		$878K Buy
+30,031
New +$813K 0.8% 31

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Elevate Wealth Advisory's DFAC Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.7% in Q1 2026, buying an estimated $43.8K and bringing the position to 24,273 shares worth $943K. The position accounts for 0.6% of the portfolio, ranked #30.

Elevate Wealth Advisory first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Elevate Wealth Advisory held 24,273 shares of Dimensional US Core Equity 2 ETF worth $943K as of Q1 2026.
  • Elevate Wealth Advisory bought 1,088 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $43.8K.
  • Dimensional US Core Equity 2 ETF made up 0.6% of Elevate Wealth Advisory's portfolio in Q1 2026, its #30 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.