EWA
DFAS icon

Elevate Wealth Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Elevate Wealth Advisory’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
27,717
+313
+1% +$23K 1.24% 17
2025
Q4 		$1.91M Sell
27,404
-261
-0.9% -$18K 1.31% 17
2025
Q3 		$1.89M Sell
27,665
-504
-2% -$33.6K 1.38% 18
2025
Q2 		$1.79M Sell
28,169
-964
-3% -$57.8K 1.28% 20
2025
Q1 		$1.74M Sell
29,133
-128
-0.4% -$8.23K 1.23% 19
2024
Q4 		$1.9M Sell
29,261
-97
-0.3% -$6.49K 1.43% 19
2024
Q3 		$1.9M Sell
29,358
-143
-0.5% -$8.95K 1.41% 19
2024
Q2 		$1.77M Sell
29,501
-175
-0.6% -$10.5K 1.44% 18
2024
Q1 		$1.85M Sell
29,676
-385
-1% -$22.8K 1.61% 18
2023
Q4 		$1.79M Buy
+30,061
New +$1.61M 1.64% 17

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

Elevate Wealth Advisory increased its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q1 2026, buying an estimated $23K and bringing the position to 27,717 shares worth $1.97M. The position accounts for 1.24% of the portfolio, ranked #17.

Elevate Wealth Advisory first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Elevate Wealth Advisory held 27,717 shares of Dimensional US Small Cap ETF worth $1.97M as of Q1 2026.
  • Elevate Wealth Advisory bought 313 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $23K.
  • Dimensional US Small Cap ETF made up 1.24% of Elevate Wealth Advisory's portfolio in Q1 2026, its #17 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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