EWP
DFUS

Elevation Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Elevation Wealth Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Buy
3,881
+10
+0.3% +$791 0.1% 107
2026
Q1 		$275K Buy
3,871
+9
+0.2% +$667 0.1% 99
2025
Q4 		$286K Sell
3,862
-28
-0.7% -$2.06K 0.1% 101
2025
Q3 		$282K Buy
3,890
+10
+0.3% +$697 0.1% 100
2025
Q2 		$260K Buy
3,880
+11
+0.3% +$681 0.1% 100
2025
Q1 		$234K Buy
3,869
+8
+0.2% +$511 0.1% 103
2024
Q4 		$246K Buy
3,861
+14
+0.4% +$898 0.1% 98
2024
Q3 		$239K Sell
3,847
-31
-0.8% -$1.86K 0.1% 104
2024
Q2 		$228K Buy
3,878
+1,792
+86% +$102K 0.11% 104
2024
Q1 		$113K Buy
2,086
+1,044
+100% +$56.5K 0.06% 146
2023
Q4 		$54K Buy
1,042
+5
+0.5% +$242 0.03% 202
2023
Q3 		$48.3K Sell
1,037
-18
-2% -$871 0.04% 151
2023
Q2 		$50.8K Buy
1,055
+3
+0.3% +$136 0.04% 153
2023
Q1 		$46.7K Buy
+1,052
New +$45.7K 0.04% 163

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Elevation Wealth Partners increased its Dimensional US Equity ETF (DFUS) stake by 0.26% in Q2 2026, buying an estimated $791 and bringing the position to 3,881 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #107.

Elevation Wealth Partners first reported a position in DFUS in Q1 2023 and has held it in 14 quarters since. 376 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Elevation Wealth Partners held 3,881 shares of Dimensional US Equity ETF worth $318K as of Q2 2026.
  • Elevation Wealth Partners bought 10 Dimensional US Equity ETF shares in Q2 2026, an estimated $791.
  • Dimensional US Equity ETF made up 0.1% of Elevation Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 376 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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