Elevation Wealth Partners
DFUS icon

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
Q3 		$321K Sell
3,865
-16
-0.4% -$1.33K 0.09% 111
2026
Q2 		$318K Buy
3,881
+10
+0.3% +$791 0.1% 107
2026
Q1 		$274K 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

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Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dimensional US Equity ETF (DFUS) stake by 0.41% in Q3 2026, selling an estimated $1.33K and leaving 3,865 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #111.

Elevation Wealth Partners first reported a position in DFUS in Q1 2023 and has held it in 15 quarters since. 357 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Elevation Wealth Partners held 3,865 shares of Dimensional US Equity ETF worth $321K as of Q3 2026.
  • Elevation Wealth Partners sold 16 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.33K.
  • Dimensional US Equity ETF made up 0.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #111 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • 357 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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