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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

EFP

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

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

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

Elevation Wealth Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.34% in Q2 2026, buying an estimated $550 and bringing the position to 4,112 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #152.

Elevation Wealth Partners first reported a position in DFEM in Q1 2023 and has held it in 14 quarters since. 280 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Elevation Wealth Partners held 4,112 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $167K as of Q2 2026.
Elevation Wealth Partners bought 14 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $550.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #152 holding.
Elevation Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
280 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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