Elevation Wealth Partners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$154K	Buy	4,139 +24	+0.6%	+$900	0.05%	157
2026 Q1	$146K	Buy	4,115 +4	+0.1%	+$145	0.05%	138
2025 Q4	$142K	Buy	4,111 +14	+0.3%	+$467	0.05%	139
2025 Q3	$134K	Buy	4,097 +9	+0.2%	+$287	0.05%	146
2025 Q2	$127K	Buy	4,088 +26	+0.6%	+$762	0.05%	149
2025 Q1	$113K	Buy	4,062 +1,949	+92%	+$53.2K	0.05%	155
2024 Q4	$54.6K	Hold	2,113	–	–	0.02%	221
2024 Q3	$59.5K	Hold	2,113	–	–	0.03%	207
2024 Q2	$55.6K	Hold	2,113	–	–	0.03%	209
2024 Q1	$56.5K	Hold	2,113	–	–	0.03%	208
2023 Q4	$49.3K	Hold	2,113	–	–	0.03%	209
2023 Q3	$49.3K	Hold	2,113	–	–	0.04%	148
2023 Q2	$51.3K	Hold	2,113	–	–	0.04%	152
2023 Q1	$50.9K	Buy	+2,113	New	+$50.2K	0.05%	151

Other funds holding DFIC

FFM

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

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

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.58% in Q2 2026, buying an estimated $900 and bringing the position to 4,139 shares worth $154K. The position accounts for 0.05% of the portfolio, ranked #157.

Elevation Wealth Partners first reported a position in DFIC in Q1 2023 and has held it in 14 quarters since. 279 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

Elevation Wealth Partners held 4,139 shares of Dimensional International Core Equity 2 ETF worth $154K as of Q2 2026.
Elevation Wealth Partners bought 24 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $900.
Dimensional International Core Equity 2 ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #157 holding.
Elevation Wealth Partners first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
279 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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