Elevation Wealth Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,089	Closed	-$28.5K	–	1359
2026 Q2	$28.5K	Buy	1,089 +6	+0.6%	+$154	0.01%	472
2026 Q1	$25.6K	Buy	1,083 +2	+0.2%	+$48	0.01%	322
2025 Q4	$24.8K	Buy	1,081 +17	+2%	+$398	0.01%	326
2025 Q3	$25.4K	Buy	1,064 +7	+0.7%	+$165	0.01%	308
2025 Q2	$24.8K	Buy	1,057 +6	+0.6%	+$139	0.01%	302
2025 Q1	$25K	Buy	+1,051	New	+$24.8K	0.01%	296

Other funds holding DFAR

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

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

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

Elevation Wealth Partners sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 1,089 shares — an estimated $28.5K sold.

Elevation Wealth Partners first reported a position in DFAR in Q1 2025 and held it in 6 quarters. The position peaked at $28.5K in Q2 2026. 3 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Elevation Wealth Partners reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Elevation Wealth Partners sold 1,089 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $28.5K.
Elevation Wealth Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and held it in 6 quarters.
Elevation Wealth Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $28.5K in Q2 2026.
3 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

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