Elevation Wealth Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.9K	Buy	468 +2	+0.4%	+$96	0.01%	547
2026 Q1	$19.7K	Buy	466 +1	+0.2%	+$44	0.01%	377
2025 Q4	$19.3K	Buy	465 +3	+0.6%	+$124	0.01%	379
2025 Q3	$19K	Buy	462 +4	+0.9%	+$158	0.01%	332
2025 Q2	$17.4K	Buy	458 +3	+0.7%	+$105	0.01%	327
2025 Q1	$15.3K	Buy	455 +1	+0.2%	+$34	0.01%	335
2024 Q4	$15K	Buy	454 +2	+0.4%	+$69	0.01%	333
2024 Q3	$16K	Buy	452 +4	+0.9%	+$135	0.01%	318
2024 Q2	$15K	Buy	448 +3	+0.7%	+$99	0.01%	315
2024 Q1	$14.3K	Buy	445 +255	+134%	+$7.97K	0.01%	323
2023 Q4	$5.59K	Hold	190	–	–	﹤0.01%	358
2023 Q3	$5.59K	Buy	+190	New	+$5.83K	﹤0.01%	267

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

FFM

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Elevation Wealth Partners increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.43% in Q2 2026, buying an estimated $96 and bringing the position to 468 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #547.

Elevation Wealth Partners first reported a position in DFSE in Q3 2023 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Elevation Wealth Partners held 468 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $22.9K as of Q2 2026.
Elevation Wealth Partners bought 2 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $96.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #547 holding.
Elevation Wealth Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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