Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 | $2.6M | 58k | 45.76 |
| 2025-06-30 | $2.5M | 59k | 42.36 |
| 2025-03-31 | $1.9M | 50k | 38.44 |
| 2024-12-31 | $2.1M | 52k | 40.49 |
| 2024-09-30 | $2.1M | 53k | 39.69 |
| 2024-06-30 | $2.1M | 55k | 37.49 |
| 2024-03-31 | $2.1M | 59k | 36.54 |
| 2023-12-31 | $2.8M | 85k | 33.25 |