DIMENSIONAL ETF TRUST

Ticker: DFSB CUSIP: 25434V674 Class: GLOBAL SUSTAINA

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

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

Q4 2025
Shares 907 Value ($000) $47 Avg Close Range
Q3 2025
Shares 907 Value ($000) $48 Avg Close Range
Q2 2025
Shares 907 Value ($000) $48 Avg Close Range
Q1 2025
Shares 907 Value ($000) $47 Avg Close Range
Q4 2024
Shares 907 Value ($000) $46 Avg Close Range
Q3 2024
Shares 907 Value ($000) $48 Avg Close Range
Q2 2024
Shares 1,314 Value ($000) $67 Avg Close Range
Q4 2023
Shares 351 Value ($000) $18 Avg Close Range