Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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 |
|---|---|---|---|
| 2025-09-30 | $4.1M | 71k | 58.21 |
| 2025-06-30 | $3.8M | 70k | 53.96 |
| 2025-03-31 | $3.4M | 65k | 51.49 |
| 2024-12-31 | $3.6M | 64k | 55.66 |
| 2024-09-30 | $3.4M | 61k | 55.63 |
| 2024-06-30 | $3.2M | 61k | 51.87 |
| 2024-03-31 | $2.9M | 53k | 54.43 |
| 2023-12-31 | $2.2M | 42k | 52.33 |