EWA
DFUS

Elevate Wealth Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Elevate Wealth Advisory’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.56M Buy
50,255
+9,782
+24% +$725K 2.25% 14
2025
Q4 		$3M Buy
40,473
+603
+2% +$44.3K 2.05% 14
2025
Q3 		$2.89M Sell
39,870
-669
-2% -$46.6K 2.1% 14
2025
Q2 		$2.72M Sell
40,539
-3,682
-8% -$228K 1.93% 14
2025
Q1 		$2.67M Buy
44,221
+85
+0.2% +$5.43K 1.89% 15
2024
Q4 		$2.81M Buy
44,136
+704
+2% +$45.1K 2.11% 14
2024
Q3 		$2.7M Buy
43,432
+611
+1% +$36.6K 2.01% 14
2024
Q2 		$2.52M Sell
42,821
-386
-0.9% -$21.9K 2.04% 14
2024
Q1 		$2.46M Sell
43,207
-513
-1% -$27.8K 2.14% 14
2023
Q4 		$2.27M Buy
+43,720
New +$2.12M 2.08% 14

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Elevate Wealth Advisory's DFUS Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Dimensional US Equity ETF (DFUS) stake by 24% in Q1 2026, buying an estimated $725K and bringing the position to 50,255 shares worth $3.56M. The position accounts for 2.25% of the portfolio, ranked #14.

Elevate Wealth Advisory first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Elevate Wealth Advisory held 50,255 shares of Dimensional US Equity ETF worth $3.56M as of Q1 2026.
  • Elevate Wealth Advisory bought 9,782 Dimensional US Equity ETF shares in Q1 2026, an estimated $725K.
  • Dimensional US Equity ETF made up 2.25% of Elevate Wealth Advisory's portfolio in Q1 2026, its #14 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.