Elevation Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.17K	Buy	170 +3	+2%	+$165	﹤0.01%	830
2026 Q1	$8.83K	Buy	+167	New	+$8.85K	﹤0.01%	542
2025 Q3	–	Sell	-328	Closed	-$14K	–	874
2025 Q2	$14K	Hold	328	–	–	0.01%	345
2025 Q1	$12.9K	Hold	328	–	–	0.01%	348
2024 Q4	$11.6K	Hold	328	–	–	﹤0.01%	358
2024 Q3	$12.5K	Hold	328	–	–	0.01%	340
2024 Q2	$11.8K	Hold	328	–	–	0.01%	334
2024 Q1	$12.1K	Hold	328	–	–	0.01%	342
2023 Q4	$11.3K	Hold	328	–	–	0.01%	319
2023 Q3	$10.7K	Hold	328	–	–	0.01%	241
2023 Q2	$10.8K	Hold	328	–	–	0.01%	248
2023 Q1	$10.6K	Buy	+328	New	+$10.6K	0.01%	258

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional International Value ETF (DFIV) stake by 1.8% in Q2 2026, buying an estimated $165 and bringing the position to 170 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Elevation Wealth Partners first reported a position in DFIV in Q1 2023 and has held it in 12 quarters since. The position peaked at $14K in Q2 2025. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Elevation Wealth Partners held 170 shares of Dimensional International Value ETF worth $9.17K as of Q2 2026.
Elevation Wealth Partners bought 3 Dimensional International Value ETF shares in Q2 2026, an estimated $165.
Dimensional International Value ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #830 holding.
Elevation Wealth Partners first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Dimensional International Value ETF position peaked at $14K in Q2 2025.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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