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Elevation Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Elevation Wealth Partners’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.96M Sell
95,977
-653
-0.7% -$32.7K 1.49% 14
2026
Q1 		$4.36M Buy
96,630
+2,941
+3% +$138K 1.56% 15
2025
Q4 		$4.38M Buy
93,689
+9,255
+11% +$429K 1.55% 16
2025
Q3 		$3.86M Buy
84,434
+15,106
+22% +$666K 1.39% 16
2025
Q2 		$2.94M Buy
69,328
+9,692
+16% +$380K 1.16% 23
2025
Q1 		$2.29M Buy
59,636
+7,915
+15% +$321K 0.99% 26
2024
Q4 		$2.09M Buy
51,721
+15,928
+45% +$651K 0.88% 27
2024
Q3 		$1.42M Buy
35,793
+1,999
+6% +$76.4K 0.61% 33
2024
Q2 		$1.27M Buy
33,794
+7,510
+29% +$273K 0.6% 34
2024
Q1 		$960K Buy
+26,284
New +$910K 0.48% 41

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

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

Elevation Wealth Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.68% in Q2 2026, selling an estimated $32.7K and leaving 95,977 shares worth $4.96M. The position accounts for 1.49% of the portfolio, ranked #14.

Elevation Wealth Partners first reported a position in DFAU in Q1 2024 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Elevation Wealth Partners held 95,977 shares of Dimensional US Core Equity Market ETF worth $4.96M as of Q2 2026.
  • Elevation Wealth Partners sold 653 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $32.7K.
  • Dimensional US Core Equity Market ETF made up 1.49% of Elevation Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 259 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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