EWA
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Elevate Wealth Advisory’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Elevate Wealth Advisory’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.67M Buy
49,117
+14
+0% +$487 1.05% 21
2025
Q4 		$1.61M Buy
49,103
+58
+0.1% +$1.85K 1.1% 22
2025
Q3 		$1.54M Buy
49,045
+368
+0.8% +$11.2K 1.12% 23
2025
Q2 		$1.43M Buy
48,677
+87
+0.2% +$2.39K 1.02% 25
2025
Q1 		$1.27M Buy
48,590
+20
+0% +$519 0.9% 24
2024
Q4 		$1.21M Buy
48,570
+73
+0.2% +$1.89K 0.91% 25
2024
Q3 		$1.31M Sell
48,497
-563
-1% -$14.6K 0.97% 24
2024
Q2 		$1.25M Buy
49,060
+1,236
+3% +$31.6K 1.01% 23
2024
Q1 		$1.22M Sell
47,824
-627
-1% -$15.3K 1.06% 25
2023
Q4 		$1.18M Buy
+48,451
New +$1.11M 1.08% 25

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Elevate Wealth Advisory increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.03% in Q1 2026, buying an estimated $487 and bringing the position to 49,117 shares worth $1.67M. The position accounts for 1.05% of the portfolio, ranked #21.

Elevate Wealth Advisory first reported a position in DFAX in Q4 2023 and has held it in 10 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Elevate Wealth Advisory held 49,117 shares of Dimensional World ex US Core Equity 2 ETF worth $1.67M as of Q1 2026.
  • Elevate Wealth Advisory bought 14 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $487.
  • Dimensional World ex US Core Equity 2 ETF made up 1.05% of Elevate Wealth Advisory's portfolio in Q1 2026, its #21 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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