Elevation Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Elevation Wealth Partners’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$212K	Buy	5,737 +27	+0.5%	+$1.01K	0.06%	139
2026 Q2	$210K	Buy	5,710 +4,083	+251%	+$150K	0.06%	133
2026 Q1	$55.3K	Buy	1,627 +1	+0.1%	+$35	0.02%	226
2025 Q4	$53.2K	Buy	1,626 +3	+0.2%	+$96	0.02%	233
2025 Q3	$50.9K	Buy	1,623 +2	+0.1%	+$61	0.02%	245
2025 Q2	$47.6K	Buy	1,621 +87	+6%	+$2.39K	0.02%	240
2025 Q1	$40.2K	Hold	1,534	–	–	0.02%	256
2024 Q4	$38.1K	Buy	1,534 +1,243	+427%	+$32.2K	0.02%	255
2024 Q3	$7.86K	Hold	291	–	–	﹤0.01%	370
2024 Q2	$7.4K	Hold	291	–	–	﹤0.01%	361
2024 Q1	$7.4K	Hold	291	–	–	﹤0.01%	373
2023 Q4	$6.55K	Hold	291	–	–	﹤0.01%	355
2023 Q3	$6.55K	Hold	291	–	–	0.01%	263
2023 Q2	$6.78K	Hold	291	–	–	0.01%	269
2023 Q1	$6.71K	Buy	+291	New	+$6.65K	0.01%	278

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.47% in Q3 2026, buying an estimated $1.01K and bringing the position to 5,737 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #139.

Elevation Wealth Partners first reported a position in DFAX in Q1 2023 and has held it in 15 quarters since. 30 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Elevation Wealth Partners held 5,737 shares of Dimensional World ex US Core Equity 2 ETF worth $212K as of Q3 2026.
Elevation Wealth Partners bought 27 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $1.01K.
Dimensional World ex US Core Equity 2 ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #139 holding.
Elevation Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 15 quarters since.
30 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

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