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
2026 Q3	$42.1K	Buy	+1,072	New	+$41.8K	0.01%	443
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

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

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2026: 1,072 shares worth $42.1K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in DFAE as recently as Q3 2025.

Elevation Wealth Partners first reported a position in DFAE in Q4 2024 and has held it in 5 quarters since. The position peaked at $960K in Q1 2025. 113 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Elevation Wealth Partners held 1,072 shares of Dimensional Emerging Core Equity Market ETF worth $42.1K as of Q3 2026.
Dimensional Emerging Core Equity Market ETF was a new Elevation Wealth Partners position in Q3 2026.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #443 holding.
Elevation Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 5 quarters since.
Elevation Wealth Partners's Dimensional Emerging Core Equity Market ETF position peaked at $960K in Q1 2025.
113 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

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