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Dimensional Etf Trust shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $1.9M 29k 64.86
2024-06-30 $1.8M 30k 60.08
2024-03-31 $1.8M 30k 62.34
2023-12-31 $1.8M 30k 59.62

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
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)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Bank of America Corporation
Colony
Pure Financial Advisors
Alaska Permanent Fund Corp
Envestnet Asset Management
TCI Wealth Advisors
Financial Counselors
Plan
Savant Capital Management
Mercer Global Advisors
Massmutual Trust
Evanson Asset Management

View all funds holding Dimensional Etf Trust