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Elevation Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Elevation Wealth Partners’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
39,700
-1,143
-3% -$76.4K 0.83% 27
2026
Q1 		$2.55M Buy
40,843
+654
+2% +$41.5K 0.91% 26
2025
Q4 		$2.39M Sell
40,189
-1,805
-4% -$105K 0.85% 29
2025
Q3 		$2.44M Buy
41,994
+2,859
+7% +$163K 0.88% 30
2025
Q2 		$2.11M Sell
39,135
-7,522
-16% -$383K 0.83% 31
2025
Q1 		$2.4M Buy
46,657
+4,804
+11% +$264K 1.04% 24
2024
Q4 		$2.33M Buy
41,853
+556
+1% +$31.8K 0.98% 25
2024
Q3 		$2.3M Buy
41,297
+8,027
+24% +$434K 0.99% 27
2024
Q2 		$1.73M Buy
33,270
+3,555
+12% +$186K 0.82% 29
2024
Q1 		$1.62M Buy
29,715
+2,573
+9% +$132K 0.81% 27
2023
Q4 		$1.24M Sell
27,142
-131
-0.5% -$6.12K 0.74% 26
2023
Q3 		$1.25M Buy
27,273
+568
+2% +$27K 1.08% 18
2023
Q2 		$1.24M Buy
26,705
+8,031
+43% +$352K 1.04% 19
2023
Q1 		$831K Buy
+18,674
New +$866K 0.76% 23

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.8% in Q2 2026, selling an estimated $76.4K and leaving 39,700 shares worth $2.78M. The position accounts for 0.83% of the portfolio, ranked #27.

Elevation Wealth Partners first reported a position in DFAT in Q1 2023 and has held it in 14 quarters since. 361 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Elevation Wealth Partners held 39,700 shares of Dimensional US Targeted Value ETF worth $2.78M as of Q2 2026.
  • Elevation Wealth Partners sold 1,143 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $76.4K.
  • Dimensional US Targeted Value ETF made up 0.83% of Elevation Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 361 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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