DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

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

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

Q4 2025
Shares 71,772 Value ($000) $4,273 Avg Close — Range —
Q3 2025
Shares 71,267 Value ($000) $4,148 Avg Close — Range —
Q2 2025
Shares 69,641 Value ($000) $3,758 Avg Close — Range —
Q1 2025
Shares 65,384 Value ($000) $3,367 Avg Close — Range —
Q4 2024
Shares 64,340 Value ($000) $3,581 Avg Close — Range —
Q3 2024
Shares 61,265 Value ($000) $3,408 Avg Close — Range —
Q2 2024
Shares 60,993 Value ($000) $3,164 Avg Close — Range —
Q1 2024
Shares 52,960 Value ($000) $2,883 Avg Close — Range —
Q4 2023
Shares 41,472 Value ($000) $2,170 Avg Close — Range —