Elevation Wealth Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$534K	Buy	11,847 +140	+1%	+$6.29K	0.16%	79
2026 Q1	$496K	Buy	11,707 +719	+7%	+$31.8K	0.18%	77
2025 Q4	$471K	Buy	10,988 +57	+0.5%	+$2.37K	0.17%	77
2025 Q3	$448K	Buy	10,931 +39	+0.4%	+$1.56K	0.16%	82
2025 Q2	$429K	Buy	+10,892	New	+$405K	0.17%	78
2024 Q3	–	Sell	-460	Closed	-$15.2K	–	499
2024 Q2	$15.2K	Buy	460 +6	+1%	+$200	0.01%	314
2024 Q1	$15.3K	Buy	454 +2	+0.4%	+$65	0.01%	316
2023 Q4	$13K	Hold	452	–	–	0.01%	311
2023 Q3	$13K	Buy	+452	New	+$13.6K	0.01%	230

Other funds holding DFSI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

EFP

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

AIC

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

NCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.2% in Q2 2026, buying an estimated $6.29K and bringing the position to 11,847 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #79.

Elevation Wealth Partners first reported a position in DFSI in Q3 2023 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Elevation Wealth Partners held 11,847 shares of Dimensional International Sustainability Core 1 ETF worth $534K as of Q2 2026.
Elevation Wealth Partners bought 140 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $6.29K.
Dimensional International Sustainability Core 1 ETF made up 0.16% of Elevation Wealth Partners's portfolio in Q2 2026, its #79 holding.
Elevation Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 9 quarters since.
54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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