Elevation Wealth Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.99M	Sell	25,762 -146	-0.6%	-$11.9K	0.56%	34
2026 Q2	$2.13M	Buy	25,908 +300	+1%	+$23.2K	0.64%	32
2026 Q1	$1.82M	Sell	25,608 -1,221	-5%	-$89.6K	0.65%	33
2025 Q4	$1.87M	Sell	26,829 -1,322	-5%	-$91.1K	0.66%	31
2025 Q3	$1.93M	Buy	28,151 +549	+2%	+$36.6K	0.69%	33
2025 Q2	$1.76M	Buy	27,602 +6,020	+28%	+$361K	0.69%	33
2025 Q1	$1.29M	Buy	21,582 +674	+3%	+$43.3K	0.56%	35
2024 Q4	$1.36M	Sell	20,908 -139	-0.7%	-$9.3K	0.57%	34
2024 Q3	$1.37M	Buy	21,047 +12	+0.1%	+$751	0.59%	35
2024 Q2	$1.26M	Sell	21,035 -286	-1%	-$17.2K	0.6%	35
2024 Q1	$1.33M	Sell	21,321 -1,664	-7%	-$98.5K	0.66%	32
2023 Q4	$1.21M	Hold	22,985	–	–	0.72%	28
2023 Q3	$1.21M	Buy	22,985 +14	+0.1%	+$771	1.04%	19
2023 Q2	$1.26M	Buy	22,971 +20	+0.1%	+$1.04K	1.06%	18
2023 Q1	$1.21M	Buy	+22,951	New	+$1.24M	1.11%	18

Other funds holding DFAS

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

Elevation Wealth Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.56% in Q3 2026, selling an estimated $11.9K and leaving 25,762 shares worth $1.99M. The position accounts for 0.56% of the portfolio, ranked #34.

Elevation Wealth Partners first reported a position in DFAS in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.13M in Q2 2026. 353 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Elevation Wealth Partners held 25,762 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.99M as of Q3 2026.
Elevation Wealth Partners sold 146 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $11.9K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.56% of Elevation Wealth Partners's portfolio in Q3 2026, its #34 holding.
Elevation Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.13M in Q2 2026.
353 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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