Elevate Wealth Advisory’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50K	Buy	1,446 +423	+41%	+$15K	0.03%	100
2025 Q4	$33.8K	Buy	1,023 +981	+2,336%	+$32.1K	0.02%	97
2025 Q3	$1.35K	Hold	42	–	–	﹤0.01%	120
2025 Q2	$1.25K	Hold	42	–	–	﹤0.01%	133
2025 Q1	$1.11K	Hold	42	–	–	﹤0.01%	130
2024 Q4	$1.1K	Buy	42 +8	+24%	+$217	﹤0.01%	117
2024 Q3	$957	Hold	34	–	–	﹤0.01%	121
2024 Q2	$909	Hold	34	–	–	﹤0.01%	111
2024 Q1	$867	Hold	34	–	–	﹤0.01%	106
2023 Q4	$849	Buy	+34	New	+$804	﹤0.01%	110

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return