Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 43k | 38.11 |
| 2025-09-30 | $1.6M | 43k | 36.35 |
| 2025-06-30 | $1.5M | 43k | 34.57 |
| 2025-03-31 | $1.1M | 34k | 31.23 |
| 2024-12-31 | $1.0M | 34k | 29.20 |
| 2024-09-30 | $1.1M | 34k | 31.78 |
| 2024-06-30 | $1.0M | 35k | 29.67 |
| 2024-03-31 | $1.2M | 41k | 30.22 |
| 2023-12-31 | $1.7M | 58k | 28.64 |