Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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 | $716k | 15k | 48.19 |
| 2025-06-30 | $714k | 15k | 48.01 |
| 2025-03-31 | $728k | 15k | 47.52 |
| 2024-12-31 | $876k | 19k | 46.88 |
| 2024-09-30 | $892k | 19k | 47.74 |
| 2024-06-30 | $970k | 21k | 47.00 |
| 2024-03-31 | $917k | 20k | 47.04 |
| 2023-12-31 | $982k | 21k | 47.01 |