Elevation Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Elevation Wealth Partners’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,937	Closed	-$124K	–	970
2025 Q3	$124K	Buy	3,937 +28	+0.7%	+$844	0.04%	154
2025 Q2	$113K	Sell	3,909 -33,164	-89%	-$890K	0.04%	164
2025 Q1	$960K	Buy	37,073 +80	+0.2%	+$2.08K	0.41%	43
2024 Q4	$939K	Buy	+36,993	New	+$979K	0.4%	43

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Elevation Wealth Partners's DFAE Position: Q4 2025 in Review

Elevation Wealth Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 3,937 shares — an estimated $124K sold.

Elevation Wealth Partners first reported a position in DFAE in Q4 2024 and held it in 4 quarters. The position peaked at $960K in Q1 2025. 644 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

Elevation Wealth Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
Elevation Wealth Partners sold 3,937 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $124K.
Elevation Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and held it in 4 quarters.
Elevation Wealth Partners's Dimensional Emerging Core Equity Market ETF position peaked at $960K in Q1 2025.
644 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.