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 Q3	$5.02M	Sell	95,842 -135	-0.1%	-$7.09K	1.41%	15
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.14% in Q3 2026, selling an estimated $7.09K and leaving 95,842 shares worth $5.02M. The position accounts for 1.41% of the portfolio, ranked #15.

Elevation Wealth Partners first reported a position in DFAU in Q1 2024 and has held it in 11 quarters since. 233 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Elevation Wealth Partners held 95,842 shares of Dimensional US Core Equity Market ETF worth $5.02M as of Q3 2026.
Elevation Wealth Partners sold 135 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $7.09K.
Dimensional US Core Equity Market ETF made up 1.41% of Elevation Wealth Partners's portfolio in Q3 2026, its #15 holding.
Elevation Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 11 quarters since.
233 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

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