DIMENSIONAL ETF TRUST

Ticker: DFAE CUSIP: 25434V302 Class: EMGR CRE EQT MNG

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

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

Q4 2025
Shares 9,950 Value ($000) $324 Avg Close Range
Q3 2025
Shares 9,950 Value ($000) $314 Avg Close Range
Q2 2025
Shares 10,135 Value ($000) $293 Avg Close Range
Q1 2025
Shares 12,382 Value ($000) $321 Avg Close Range
Q4 2024
Shares 12,259 Value ($000) $311 Avg Close Range
Q3 2024
Shares 9,966 Value ($000) $273 Avg Close Range
Q2 2024
Shares 10,266 Value ($000) $266 Avg Close Range
Q1 2024
Shares 12,355 Value ($000) $305 Avg Close Range
Q4 2023
Shares 15,274 Value ($000) $368 Avg Close Range