Elevate Wealth Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Elevate Wealth Advisory’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$337K	Hold	9,950	–	–	0.21%	56
2025 Q4	$324K	Hold	9,950	–	–	0.22%	55
2025 Q3	$314K	Sell	9,950 -185	-2%	-$5.57K	0.23%	56
2025 Q2	$293K	Sell	10,135 -2,247	-18%	-$60.3K	0.21%	61
2025 Q1	$321K	Buy	12,382 +123	+1%	+$3.19K	0.23%	58
2024 Q4	$311K	Buy	12,259 +2,293	+23%	+$60.7K	0.23%	52
2024 Q3	$273K	Sell	9,966 -300	-3%	-$7.82K	0.2%	53
2024 Q2	$266K	Sell	10,266 -2,089	-17%	-$52.9K	0.22%	52
2024 Q1	$305K	Sell	12,355 -2,919	-19%	-$70K	0.27%	45
2023 Q4	$368K	Buy	+15,274	New	+$349K	0.34%	40

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

Elevate Wealth Advisory held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q1 2026 at 9,950 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #56.

Elevate Wealth Advisory first reported a position in DFAE in Q4 2023 and has held it in 10 quarters since. The position peaked at $368K in Q4 2023. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Elevate Wealth Advisory held 9,950 shares of Dimensional Emerging Core Equity Market ETF worth $337K as of Q1 2026.
Elevate Wealth Advisory left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q1 2026.
Dimensional Emerging Core Equity Market ETF made up 0.21% of Elevate Wealth Advisory's portfolio in Q1 2026, its #56 holding.
Elevate Wealth Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Dimensional Emerging Core Equity Market ETF position peaked at $368K in Q4 2023.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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