Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 | $317k | 10k | 31.84 |
| 2025-06-30 | $291k | 9.9k | 29.43 |
| 2025-03-31 | $278k | 9.9k | 28.15 |
| 2024-12-31 | $304k | 9.9k | 30.78 |
| 2024-09-30 | $257k | 8.3k | 30.80 |
| 2024-06-30 | $229k | 8.0k | 28.78 |
| 2024-03-31 | $238k | 7.9k | 30.10 |
| 2023-12-31 | $312k | 11k | 29.12 |