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Dfa Invt Dimensions Group In shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Dfa Invt Dimensions Group In (DFAR) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Dfa Invt Dimensions Group In

Tip: Access up to 7 years of quarterly data

All positions including Dfa Invt Dimensions Group In held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Invt Dimensions Group In by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $404k 17k 24.16

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Ultra Short Dur (ICSH)

View all positions for Elevate Wealth Advisory

Top funds holding Dfa Invt Dimensions Group In

Root Financial Partners
Vise Technologies
Elwood & Goetz Wealth Advisory Group
RAM Investment Partners
United Wealth Management
Fidato Wealth
Core Wealth Management
Onyx Financial Advisors
Helen Stephens Group
Willow Creek Wealth Management
Forum Financial Management
Apella Capital
Awm Capital
Straight Path Wealth Management
Atria Investments

View all funds holding Dfa Invt Dimensions Group In