Elevate Wealth Advisory’s Dimensional International Value ETF DFIV Stock Holding History

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

Elevate Wealth Advisory increased its Dimensional International Value ETF (DFIV) stake by 4.6% in Q2 2026, buying an estimated $614K and bringing the position to 254,738 shares worth $13.8M. The position accounts for 7.86% of the portfolio, ranked #2.

Elevate Wealth Advisory first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

• Elevate Wealth Advisory held 254,738 shares of Dimensional International Value ETF worth $13.8M as of Q2 2026.
• Elevate Wealth Advisory bought 11,175 Dimensional International Value ETF shares in Q2 2026, an estimated $614K.
• Dimensional International Value ETF made up 7.86% of Elevate Wealth Advisory's portfolio in Q2 2026, its #2 holding.
• Elevate Wealth Advisory first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
• 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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