Elevation Wealth Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q3	$688K	Sell	15,484 -4,026	-21%	-$181K	0.19%	66
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%	-$82.6K	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Elevation Wealth Partners's DFAC Position: Q3 2026 in Review

Elevation Wealth Partners reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 21% in Q3 2026, selling an estimated $181K and leaving 15,484 shares worth $688K. The position accounts for 0.19% of the portfolio, ranked #66.

Elevation Wealth Partners first reported a position in DFAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $865K in Q2 2026. 455 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Elevation Wealth Partners held 15,484 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $688K as of Q3 2026.
Elevation Wealth Partners sold 4,026 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $181K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.19% of Elevation Wealth Partners's portfolio in Q3 2026, its #66 holding.
Elevation Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $865K in Q2 2026.
455 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.