EWA
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Elevate Wealth Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Elevate Wealth Advisory’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71M Buy
52,418
+195
+0.4% +$9.76K 1.55% 15
2026
Q1 		$2.36M Hold
52,223
– – 1.49% 15
2025
Q4 		$2.44M Sell
52,223
-5,644
-10% -$262K 1.67% 15
2025
Q3 		$2.65M Sell
57,867
-1,173
-2% -$51.7K 1.92% 15
2025
Q2 		$2.5M Buy
59,040
+8,933
+18% +$350K 1.78% 15
2025
Q1 		$1.93M Sell
50,107
-1,732
-3% -$70.3K 1.36% 18
2024
Q4 		$2.1M Sell
51,839
-658
-1% -$26.9K 1.57% 17
2024
Q3 		$2.08M Sell
52,497
-2,487
-5% -$95K 1.55% 16
2024
Q2 		$2.06M Sell
54,984
-3,664
-6% -$133K 1.67% 16
2024
Q1 		$2.14M Sell
58,648
-26,145
-31% -$905K 1.87% 15
2023
Q4 		$2.82M Buy
+84,793
New +$2.63M 2.58% 12

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Elevate Wealth Advisory increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.37% in Q2 2026, buying an estimated $9.76K and bringing the position to 52,418 shares worth $2.71M. The position accounts for 1.55% of the portfolio, ranked #15.

Elevate Wealth Advisory first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.82M in Q4 2023. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Elevate Wealth Advisory held 52,418 shares of Dimensional US Core Equity Market ETF worth $2.71M as of Q2 2026.
  • Elevate Wealth Advisory bought 195 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $9.76K.
  • Dimensional US Core Equity Market ETF made up 1.55% of Elevate Wealth Advisory's portfolio in Q2 2026, its #15 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevate Wealth Advisory's Dimensional US Core Equity Market ETF position peaked at $2.82M in Q4 2023.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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