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
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 | $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 |