EWP
DFSU

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.69M Sell
143,443
-677
-0.5% -$30.6K 2% 11
2026
Q1 		$5.92M Buy
144,120
+355
+0.2% +$15.3K 2.12% 11
2025
Q4 		$6.24M Sell
143,765
-2,484
-2% -$107K 2.21% 10
2025
Q3 		$6.21M Buy
146,249
+345
+0.2% +$14.1K 2.24% 9
2025
Q2 		$5.73M Buy
145,904
+140,690
+2,698% +$5.13M 2.26% 9
2025
Q1 		$187K Buy
5,214
+169
+3% +$6.42K 0.08% 113
2024
Q4 		$191K Buy
5,045
+18
+0.4% +$690 0.08% 114
2024
Q3 		$187K Buy
5,027
+2,099
+72% +$75K 0.08% 120
2024
Q2 		$102K Buy
2,928
+489
+20% +$16.6K 0.05% 159
2024
Q1 		$83.9K Sell
2,439
-29
-1% -$942 0.04% 176
2023
Q4 		$68.5K Hold
2,468
– – 0.04% 184
2023
Q3 		$68.5K Buy
2,468
+1,660
+205% +$48K 0.06% 127
2023
Q2 		$23.2K Buy
+808
New +$21.9K 0.02% 207

Other funds holding DFSU

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.47% in Q2 2026, selling an estimated $30.6K and leaving 143,443 shares worth $6.69M. The position accounts for 2% of the portfolio, ranked #11.

Elevation Wealth Partners first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 62 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Elevation Wealth Partners held 143,443 shares of Dimensional US Sustainability Core 1 ETF worth $6.69M as of Q2 2026.
  • Elevation Wealth Partners sold 677 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $30.6K.
  • Dimensional US Sustainability Core 1 ETF made up 2% of Elevation Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 62 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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