Elevation Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.21M	Buy
2025 Q2	$5.73M	Buy
2025 Q1	$187K	Buy
2024 Q4	$191K	Buy
2024 Q3	$187K	Buy
2024 Q2	$102K	Buy
2024 Q1	$83.9K	Sell
2023 Q4	$68.5K	Hold
2023 Q3	$68.5K	Buy
2023 Q2	$23.2K	Buy