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 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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional World Equity ETF (DFAW) stake by 17% in Q2 2026, selling an estimated $7.34K and leaving 440 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #390.

Elevation Wealth Partners first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.2K in Q1 2026. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Elevation Wealth Partners held 440 shares of Dimensional World Equity ETF worth $36.4K as of Q2 2026.
Elevation Wealth Partners sold 91 Dimensional World Equity ETF shares in Q2 2026, an estimated $7.34K.
Dimensional World Equity ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #390 holding.
Elevation Wealth Partners first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
Elevation Wealth Partners's Dimensional World Equity ETF position peaked at $39.2K in Q1 2026.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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