Elevate Wealth Advisory’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Sell	41,441 -1,332	-3%	-$53.3K	1.02%	23
2025 Q4	$1.63M	Sell	42,773 -496	-1%	-$18.4K	1.11%	21
2025 Q3	$1.57M	Hold	43,269	–	–	1.14%	22
2025 Q2	$1.5M	Buy	43,269 +9,104	+27%	+$298K	1.06%	24
2025 Q1	$1.07M	Sell	34,165 -228	-0.7%	-$7.04K	0.76%	28
2024 Q4	$1M	Buy	34,393 +594	+2%	+$18K	0.75%	29
2024 Q3	$1.07M	Sell	33,799 -1,019	-3%	-$31.2K	0.8%	28
2024 Q2	$1.03M	Sell	34,818 -5,749	-14%	-$173K	0.84%	28
2024 Q1	$1.23M	Sell	40,567 -17,865	-31%	-$517K	1.07%	24
2023 Q4	$1.67M	Buy	+58,432	New	+$1.56M	1.53%	20

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CCM

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Elevate Wealth Advisory reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.1% in Q1 2026, selling an estimated $53.3K and leaving 41,441 shares worth $1.61M. The position accounts for 1.02% of the portfolio, ranked #23.

Elevate Wealth Advisory first reported a position in DFAI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2023. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Elevate Wealth Advisory held 41,441 shares of Dimensional International Core Equity Market ETF worth $1.61M as of Q1 2026.
Elevate Wealth Advisory sold 1,332 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $53.3K.
Dimensional International Core Equity Market ETF made up 1.02% of Elevate Wealth Advisory's portfolio in Q1 2026, its #23 holding.
Elevate Wealth Advisory first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Dimensional International Core Equity Market ETF position peaked at $1.67M in Q4 2023.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

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