DIMENSIONAL ETF TRUST

Ticker: DFAU CUSIP: 25434V104 Class: US CORE EQT MKT

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 52,223 Value ($000) $2,444 Avg Close Range
Q3 2025
Shares 57,867 Value ($000) $2,648 Avg Close Range
Q2 2025
Shares 59,040 Value ($000) $2,501 Avg Close Range
Q1 2025
Shares 50,107 Value ($000) $1,926 Avg Close Range
Q4 2024
Shares 51,839 Value ($000) $2,099 Avg Close Range
Q3 2024
Shares 52,497 Value ($000) $2,084 Avg Close Range
Q2 2024
Shares 54,984 Value ($000) $2,061 Avg Close Range
Q1 2024
Shares 58,648 Value ($000) $2,143 Avg Close Range
Q4 2023
Shares 84,793 Value ($000) $2,819 Avg Close Range