DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

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

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

Q4 2025
Shares 40,473 Value ($000) $3,002 Avg Close Range
Q3 2025
Shares 39,870 Value ($000) $2,888 Avg Close Range
Q2 2025
Shares 40,539 Value ($000) $2,717 Avg Close Range
Q1 2025
Shares 44,221 Value ($000) $2,674 Avg Close Range
Q4 2024
Shares 44,136 Value ($000) $2,814 Avg Close Range
Q3 2024
Shares 43,432 Value ($000) $2,701 Avg Close Range
Q2 2024
Shares 42,821 Value ($000) $2,520 Avg Close Range
Q1 2024
Shares 43,207 Value ($000) $2,462 Avg Close Range
Q4 2023
Shares 43,720 Value ($000) $2,266 Avg Close Range