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 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 $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 251% in Q2 2026, buying an estimated $150K and bringing the position to 5,710 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #133.

Elevation Wealth Partners first reported a position in DFAX in Q1 2023 and has held it in 14 quarters since. 335 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Elevation Wealth Partners held 5,710 shares of Dimensional World ex US Core Equity 2 ETF worth $210K as of Q2 2026.
Elevation Wealth Partners bought 4,083 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $150K.
Dimensional World ex US Core Equity 2 ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #133 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 14 quarters since.
335 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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