ELEVATION WEALTH PARTNERS, LLC DFSB — DIMENSIONAL ETF TRUST

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  12 quarters on record

AI Ownership Summary

ELEVATION WEALTH PARTNERS, LLC reported DIMENSIONAL ETF TRUST (DFSB) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows DFSB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION WEALTH PARTNERS, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DFSB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFSB stock page ELEVATION WEALTH PARTNERS, LLC fund profile ELEVATION WEALTH PARTNERS, LLC full holdings
How ELEVATION WEALTH PARTNERS, LLC held DFSB — position size vs. price
% of Fund (quarterly)    DFSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 887 +10 +1.1% 0.01% $46K 2026-07-08 $51.65
2026 Q1 UNCHANGED — — — 877 — 0% 0.02% $45K 2026-04-14 $51.65
2025 Q4 ADDED — — — 877 +28 +3.3% 0.02% $45K 2026-01-09 $51.50
2025 Q3 UNCHANGED — — — 849 — 0% 0.02% $45K 2025-10-06 $51.01
2025 Q2 UNCHANGED — — — 849 — 0% 0.02% $45K 2025-07-08 $49.91
2025 Q1 ADDED — — — 849 +60 +7.6% 0.02% $44K 2025-04-09 $48.81
2024 Q4 ADDED — — — 789 +19 +2.5% 0.02% $40K 2025-01-29 $48.85
2024 Q3 ADDED — — — 770 +4 +0.5% 0.02% $41K 2024-10-04 $49.28
2024 Q2 ADDED — — — 766 +154 +25.2% 0.02% $39K 2024-07-09 $47.68
2024 Q1 ADDED — — — 612 +24 +4.1% 0.02% $32K 2024-04-19 $46.69
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFSB

As of 2026 Q2 — sorted by position size

Quantum Financial Advisors, LLC 3Y 2.79% Shira Ridge Wealth Management 3Y 2.31% Apella Capital, LLC 3Y 0.13% Sprinkle Financial Consultants LLC 0.08% DiNuzzo Private Wealth, Inc. 0.07% FIDUCIARY FINANCIAL GROUP, LLC 0.05% SAX WEALTH ADVISORS, LLC 3Y 0.02% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.01% Wealthcare Advisory Partners LLC 3Y 7Y 0.01%

FAQ About ELEVATION WEALTH PARTNERS, LLC and DFSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION WEALTH PARTNERS, LLC reported owning DFSB?

ELEVATION WEALTH PARTNERS, LLC reported DFSB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DFSB position in ELEVATION WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for DFSB was 0.02% in 2025 Q1.

What is the latest reported DFSB position on this page?

The most recent filing on this page is 2026 Q2, when ELEVATION WEALTH PARTNERS, LLC reported 887 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this DFSB ownership page compare?

The chart compares ELEVATION WEALTH PARTNERS, LLC's quarterly DFSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ELEVATION WEALTH PARTNERS, LLC time their DFSB position?

Based on 13F filing dates vs. subsequent DFSB price moves, ELEVATION WEALTH PARTNERS, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on DFSB relative to SPY over the holding period was -13.9%.

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