Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 106k | 32.90 |
| 2025-06-30 | $3.3M | 106k | 31.02 |
| 2025-03-31 | $3.4M | 110k | 30.57 |
| 2024-12-31 | $3.1M | 107k | 29.28 |
| 2024-09-30 | $3.1M | 101k | 30.81 |
| 2024-06-30 | $2.9M | 101k | 28.91 |
| 2024-03-31 | $2.8M | 95k | 29.99 |
| 2023-12-31 | $2.2M | 80k | 27.05 |