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Elevation Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Elevation Wealth Partners’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$865K Buy
19,510
+47
+0.2% +$2.01K 0.26% 55
2026
Q1 		$756K Buy
19,463
+48
+0.2% +$1.93K 0.27% 53
2025
Q4 		$769K Sell
19,415
-2,115
-10% -$82.5K 0.27% 51
2025
Q3 		$830K Buy
21,530
+58
+0.3% +$2.16K 0.3% 50
2025
Q2 		$770K Buy
21,472
+63
+0.3% +$2.1K 0.3% 53
2025
Q1 		$706K Buy
21,409
+180
+0.8% +$6.25K 0.31% 52
2024
Q4 		$734K Buy
21,229
+20,103
+1,785% +$708K 0.31% 49
2024
Q3 		$38.6K Buy
1,126
+2
+0.2% +$66 0.02% 245
2024
Q2 		$36.3K Buy
1,124
+2
+0.2% +$63 0.02% 243
2024
Q1 		$35.9K Buy
1,122
+4
+0.4% +$121 0.02% 250
2023
Q4 		$29.3K Hold
1,118
– – 0.02% 249
2023
Q3 		$29.3K Sell
1,118
-827
-43% -$22.6K 0.03% 185
2023
Q2 		$52.8K Buy
1,945
+131
+7% +$3.38K 0.04% 147
2023
Q1 		$46.2K Buy
+1,814
New +$46K 0.04% 165

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Elevation Wealth Partners's DFAC Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.24% in Q2 2026, buying an estimated $2.01K and bringing the position to 19,510 shares worth $865K. The position accounts for 0.26% of the portfolio, ranked #55.

Elevation Wealth Partners first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Elevation Wealth Partners held 19,510 shares of Dimensional US Core Equity 2 ETF worth $865K as of Q2 2026.
  • Elevation Wealth Partners bought 47 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.01K.
  • Dimensional US Core Equity 2 ETF made up 0.26% of Elevation Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
  • 280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.