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

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

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

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

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

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return