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 Q2	$696K	Buy	8,404 +700	+9%	+$56.5K	0.4%	37
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Elevate Wealth Advisory increased its Dimensional World Equity ETF (DFAW) stake by 9.1% in Q2 2026, buying an estimated $56.5K and bringing the position to 8,404 shares worth $696K. The position accounts for 0.4% of the portfolio, ranked #37.

Elevate Wealth Advisory first reported a position in DFAW in Q1 2025 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Elevate Wealth Advisory held 8,404 shares of Dimensional World Equity ETF worth $696K as of Q2 2026.
Elevate Wealth Advisory bought 700 Dimensional World Equity ETF shares in Q2 2026, an estimated $56.5K.
Dimensional World Equity ETF made up 0.4% of Elevate Wealth Advisory's portfolio in Q2 2026, its #37 holding.
Elevate Wealth Advisory first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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