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 Q2	$1.71M	Sell	41,355 -86	-0.2%	-$3.54K	0.97%	23
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 $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elevate Wealth Advisory's DFAI Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.21% in Q2 2026, selling an estimated $3.54K and leaving 41,355 shares worth $1.71M. The position accounts for 0.97% of the portfolio, ranked #23.

Elevate Wealth Advisory first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Elevate Wealth Advisory held 41,355 shares of Dimensional International Core Equity Market ETF worth $1.71M as of Q2 2026.
Elevate Wealth Advisory sold 86 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $3.54K.
Dimensional International Core Equity Market ETF made up 0.97% of Elevate Wealth Advisory's portfolio in Q2 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 11 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.