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Elevated Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Elevated Financial Group’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Sell
2,972
-333
-10% -$25.8K 0.07% 114
2026
Q1 		$235K Sell
3,305
-433
-12% -$31.8K 0.08% 125
2025
Q4 		$260K Buy
+3,738
New +$258K 0.09% 116

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elevated Financial Group's DFAS Position: Q2 2026 in Review

Elevated Financial Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 10% in Q2 2026, selling an estimated $25.8K and leaving 2,972 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #114.

Elevated Financial Group first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q4 2025. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Elevated Financial Group held 2,972 shares of Dimensional US Small Cap ETF worth $245K as of Q2 2026.
  • Elevated Financial Group sold 333 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $25.8K.
  • Dimensional US Small Cap ETF made up 0.07% of Elevated Financial Group's portfolio in Q2 2026, its #114 holding.
  • Elevated Financial Group first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Dimensional US Small Cap ETF position peaked at $260K in Q4 2025.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.