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 Q3	$156K	Buy	4,149 +10	+0.2%	+$384	0.04%	167
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

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

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

GWWM

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

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

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

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

Elevation Wealth Partners increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.24% in Q3 2026, buying an estimated $384 and bringing the position to 4,149 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #167.

Elevation Wealth Partners first reported a position in DFIC in Q1 2023 and has held it in 15 quarters since. 24 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Elevation Wealth Partners held 4,149 shares of Dimensional International Core Equity 2 ETF worth $156K as of Q3 2026.
Elevation Wealth Partners bought 10 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $384.
Dimensional International Core Equity 2 ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #167 holding.
Elevation Wealth Partners first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 15 quarters since.
24 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

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