Elevation Wealth Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336K	Sell	8,151 -37	-0.5%	-$1.52K	0.1%	105
2026 Q1	$319K	Buy	8,188 +21	+0.3%	+$840	0.11%	97
2025 Q4	$311K	Sell	8,167 -5,515	-40%	-$204K	0.11%	97
2025 Q3	$497K	Buy	13,682 +54	+0.4%	+$1.91K	0.18%	77
2025 Q2	$471K	Buy	13,628 +174	+1%	+$5.7K	0.19%	74
2025 Q1	$420K	Buy	13,454 +41	+0.3%	+$1.27K	0.18%	76
2024 Q4	$392K	Buy	13,413 +5,522	+70%	+$167K	0.17%	76
2024 Q3	$251K	Buy	7,891 +34	+0.4%	+$1.04K	0.11%	100
2024 Q2	$233K	Buy	+7,857	New	+$236K	0.11%	101

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.45% in Q2 2026, selling an estimated $1.52K and leaving 8,151 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #105.

Elevation Wealth Partners first reported a position in DFAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $497K in Q3 2025. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Elevation Wealth Partners held 8,151 shares of Dimensional International Core Equity Market ETF worth $336K as of Q2 2026.
Elevation Wealth Partners sold 37 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $1.52K.
Dimensional International Core Equity Market ETF made up 0.1% of Elevation Wealth Partners's portfolio in Q2 2026, its #105 holding.
Elevation Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
Elevation Wealth Partners's Dimensional International Core Equity Market ETF position peaked at $497K in Q3 2025.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

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