EWA
DFSI

Elevate Wealth Advisory’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Elevate Wealth Advisory’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,399
Closed -$76.8K – 108
2023
Q4 		$76.8K Buy
+2,399
New +$70.8K 0.07% 74

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Elevate Wealth Advisory sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2024, closing a stake of 2,399 shares — an estimated $76.8K sold.

Elevate Wealth Advisory first reported a position in DFSI in Q4 2023 and held it in 1 quarter. The position peaked at $76.8K in Q4 2023. 119 funds tracked by Wall St. Rank hold DFSI as of Q1 2024.

  • Elevate Wealth Advisory reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q1 2024 after selling out during the quarter.
  • Elevate Wealth Advisory sold 2,399 Dimensional International Sustainability Core 1 ETF shares in Q1 2024, an estimated $76.8K.
  • Elevate Wealth Advisory first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and held it in 1 quarter.
  • Elevate Wealth Advisory's Dimensional International Sustainability Core 1 ETF position peaked at $76.8K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2024.

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