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Dimensional Etf Trust shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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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 $2.9M 40k 72.44
2025-06-30 $2.7M 41k 67.02
2025-03-31 $2.7M 44k 60.48
2024-12-31 $2.8M 44k 63.75
2024-09-30 $2.7M 43k 62.20
2024-06-30 $2.5M 43k 58.85
2024-03-31 $2.5M 43k 56.98
2023-12-31 $2.3M 44k 51.83