Elevation Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$164K	Buy	4,130 +18	+0.4%	+$710	0.05%	161
2026 Q2	$167K	Buy	4,112 +14	+0.3%	+$550	0.05%	152
2026 Q1	$142K	Buy	4,098 +4	+0.1%	+$142	0.05%	145
2025 Q4	$135K	Buy	4,094 +13	+0.3%	+$425	0.05%	145
2025 Q3	$131K	Buy	4,081 +3	+0.1%	+$93	0.05%	150
2025 Q2	$121K	Buy	4,078 +3	+0.1%	+$82	0.05%	155
2025 Q1	$108K	Buy	4,075 +384	+10%	+$10.2K	0.05%	163
2024 Q4	$96.7K	Hold	3,691	–	–	0.04%	171
2024 Q3	$104K	Hold	3,691	–	–	0.04%	159
2024 Q2	$98.7K	Hold	3,691	–	–	0.05%	162
2024 Q1	$94.1K	Sell	3,691 -1,965	-35%	-$48.7K	0.05%	164
2023 Q4	$132K	Hold	5,656	–	–	0.08%	128
2023 Q3	$132K	Hold	5,656	–	–	0.11%	77
2023 Q2	$136K	Hold	5,656	–	–	0.11%	79
2023 Q1	$133K	Buy	+5,656	New	+$134K	0.12%	82

Other funds holding DFEM

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

CFGA

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

VCM

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

CSIA

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

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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.44% in Q3 2026, buying an estimated $710 and bringing the position to 4,130 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #161.

Elevation Wealth Partners first reported a position in DFEM in Q1 2023 and has held it in 15 quarters since. The position peaked at $167K in Q2 2026. 25 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Elevation Wealth Partners held 4,130 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $164K as of Q3 2026.
Elevation Wealth Partners bought 18 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $710.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #161 holding.
Elevation Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $167K in Q2 2026.
25 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

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