EWP
DFAW icon

Elevation Wealth Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Elevation Wealth Partners’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.9K Sell
437
-3
-0.7% -$252 0.01% 478
2026
Q2 		$36.4K Sell
440
-91
-17% -$7.34K 0.01% 390
2026
Q1 		$39.2K Buy
531
+451
+564% +$34.3K 0.01% 278
2025
Q4 		$5.92K Hold
80
– – ﹤0.01% 594
2025
Q3 		$5.73K Sell
80
-3
-4% -$209 ﹤0.01% 455
2025
Q2 		$5.6K Buy
+83
New +$5.19K ﹤0.01% 397

Other funds holding DFAW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional World Equity ETF (DFAW) stake by 0.68% in Q3 2026, selling an estimated $252 and leaving 437 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #478.

Elevation Wealth Partners first reported a position in DFAW in Q2 2025 and has held it in 6 quarters since. The position peaked at $39.2K in Q1 2026. 10 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • Elevation Wealth Partners held 437 shares of Dimensional World Equity ETF worth $35.9K as of Q3 2026.
  • Elevation Wealth Partners sold 3 Dimensional World Equity ETF shares in Q3 2026, an estimated $252.
  • Dimensional World Equity ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #478 holding.
  • Elevation Wealth Partners first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • Elevation Wealth Partners's Dimensional World Equity ETF position peaked at $39.2K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

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