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 Q3	$339K	Buy	8,187 +36	+0.4%	+$1.52K	0.1%	106
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

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

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

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

Elevation Wealth Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.44% in Q3 2026, buying an estimated $1.52K and bringing the position to 8,187 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #106.

Elevation Wealth Partners first reported a position in DFAI in Q2 2024 and has held it in 10 quarters since. The position peaked at $497K in Q3 2025. 331 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Elevation Wealth Partners held 8,187 shares of Dimensional International Core Equity Market ETF worth $339K as of Q3 2026.
Elevation Wealth Partners bought 36 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $1.52K.
Dimensional International Core Equity Market ETF made up 0.1% of Elevation Wealth Partners's portfolio in Q3 2026, its #106 holding.
Elevation Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Dimensional International Core Equity Market ETF position peaked at $497K in Q3 2025.
331 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

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