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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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. 872 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.
872 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.