Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) 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 | $115k | 3.6k | 31.89 |
| 2025-06-30 | $105k | 3.5k | 29.99 |
| 2025-03-31 | $95k | 3.5k | 27.05 |
| 2024-12-31 | $176k | 6.7k | 26.21 |
| 2024-09-30 | $191k | 6.7k | 28.46 |
| 2024-06-30 | $183k | 6.7k | 27.50 |
| 2024-03-31 | $173k | 6.7k | 25.96 |
| 2023-12-31 | $208k | 8.3k | 25.20 |