Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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 csvQuarterly reported holdings in Dimensional Etf Trust by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 337 | 42.47 |
| 2025-06-30 | $13k | 337 | 39.25 |
| 2025-03-31 | $12k | 337 | 35.81 |
| 2024-12-31 | $11k | 337 | 32.95 |
| 2024-09-30 | $13k | 337 | 37.18 |
| 2024-06-30 | $10k | 293 | 34.86 |
| 2023-12-31 | $80k | 2.6k | 31.13 |