EWP
DFAI

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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return