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 Q3	$9.53K	Buy	171 +1	+0.6%	+$57	﹤0.01%	903
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

MSWMA

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

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional International Value ETF (DFIV) stake by 0.59% in Q3 2026, buying an estimated $57 and bringing the position to 171 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Elevation Wealth Partners first reported a position in DFIV in Q1 2023 and has held it in 13 quarters since. The position peaked at $14K in Q2 2025. 46 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Elevation Wealth Partners held 171 shares of Dimensional International Value ETF worth $9.53K as of Q3 2026.
Elevation Wealth Partners bought 1 Dimensional International Value ETF share in Q3 2026, an estimated $57.
Dimensional International Value ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #903 holding.
Elevation Wealth Partners first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Dimensional International Value ETF position peaked at $14K in Q2 2025.
46 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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