Elevate Wealth Advisory’s Dimensional World Equity ETF DFAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$568K	Buy	7,704 +1,600	+26%	+$122K	0.36%	45
2025 Q4	$452K	Buy	6,104 +995	+19%	+$72.4K	0.31%	47
2025 Q3	$367K	Buy	5,109 +1,421	+39%	+$98.8K	0.27%	53
2025 Q2	$247K	Buy	3,688 +1,831	+99%	+$115K	0.18%	68
2025 Q1	$114K	Buy	+1,857	New	+$118K	0.08%	79

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

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

Elevate Wealth Advisory increased its Dimensional World Equity ETF (DFAW) stake by 26% in Q1 2026, buying an estimated $122K and bringing the position to 7,704 shares worth $568K. The position accounts for 0.36% of the portfolio, ranked #45.

Elevate Wealth Advisory first reported a position in DFAW in Q1 2025 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Elevate Wealth Advisory held 7,704 shares of Dimensional World Equity ETF worth $568K as of Q1 2026.
Elevate Wealth Advisory bought 1,600 Dimensional World Equity ETF shares in Q1 2026, an estimated $122K.
Dimensional World Equity ETF made up 0.36% of Elevate Wealth Advisory's portfolio in Q1 2026, its #45 holding.
Elevate Wealth Advisory first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 5 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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