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Dimensional Etf Trust shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAW) 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
2025-09-30 $367k 5.1k 71.86
2025-06-30 $247k 3.7k 67.08
2025-03-31 $114k 1.9k 61.28

More positions owned by Elevate Wealth Advisory

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

View all positions for Elevate Wealth Advisory

Top funds holding Dimensional Etf Trust

First Pacific Financial
Arlington Financial Advisors
Wealth Management Nebraska
DiNuzzo Private Wealth
Strategic Investment Solutions
Abacus Planning Group
Keyes, Stange & Wooten Wealth Management
Bryant Woods Investment Advisors
Sivia Capital Partners
Fundamentun
UMA Financial Services
McMill Wealth Management
Triune Financial Partners
Maseco
HFG Wealth Management

View all funds holding Dimensional Etf Trust