EWA
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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
Q2 		$33.7K Sell
830
-616
-43% -$24.2K 0.02% 104
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Elevate Wealth Advisory reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 43% in Q2 2026, selling an estimated $24.2K and leaving 830 shares worth $33.7K. The position accounts for 0.02% of the portfolio, ranked #104.

Elevate Wealth Advisory first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $50K in Q1 2026. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Elevate Wealth Advisory held 830 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $33.7K as of Q2 2026.
  • Elevate Wealth Advisory sold 616 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $24.2K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of Elevate Wealth Advisory's portfolio in Q2 2026, its #104 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevate Wealth Advisory's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $50K in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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