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 Q3	$446K	Sell	9,882 -1,965	-17%	-$90.9K	0.13%	89
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

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

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 17% in Q3 2026, selling an estimated $90.9K and leaving 9,882 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #89.

Elevation Wealth Partners first reported a position in DFSI in Q3 2023 and has held it in 10 quarters since. The position peaked at $534K in Q2 2026. 89 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Elevation Wealth Partners held 9,882 shares of Dimensional International Sustainability Core 1 ETF worth $446K as of Q3 2026.
Elevation Wealth Partners sold 1,965 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $90.9K.
Dimensional International Sustainability Core 1 ETF made up 0.13% of Elevation Wealth Partners's portfolio in Q3 2026, its #89 holding.
Elevation Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 10 quarters since.
Elevation Wealth Partners's Dimensional International Sustainability Core 1 ETF position peaked at $534K in Q2 2026.
89 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

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