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Elevation Wealth Partners’s Dimensional US Small Cap ETF 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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 1.2% in Q2 2026, buying an estimated $23.2K and bringing the position to 25,908 shares worth $2.13M. The position accounts for 0.64% of the portfolio, ranked #32.

Elevation Wealth Partners first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Elevation Wealth Partners held 25,908 shares of Dimensional US Small Cap ETF worth $2.13M as of Q2 2026.
  • Elevation Wealth Partners bought 300 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $23.2K.
  • Dimensional US Small Cap ETF made up 0.64% of Elevation Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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