EWA
DFSE

Elevate Wealth Advisory’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Elevate Wealth Advisory’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,082
Closed -$34.2K – 110
2023
Q4 		$34.2K Buy
+1,082
New +$32.4K 0.03% 87

Other funds holding DFSE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Elevate Wealth Advisory's DFSE Position: Q1 2024 in Review

Elevate Wealth Advisory sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2024, closing a stake of 1,082 shares — an estimated $34.2K sold.

Elevate Wealth Advisory first reported a position in DFSE in Q4 2023 and held it in 1 quarter. The position peaked at $34.2K in Q4 2023. 90 funds tracked by Wall St. Rank hold DFSE as of Q1 2024.

  • Elevate Wealth Advisory reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q1 2024 after selling out during the quarter.
  • Elevate Wealth Advisory sold 1,082 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2024, an estimated $34.2K.
  • Elevate Wealth Advisory first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and held it in 1 quarter.
  • Elevate Wealth Advisory's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $34.2K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2024.

Based on Elevate Wealth Advisory's 13F filing for Q1 2024, filed 2 May 2024.