DIMENSIONAL ETF TRUST

Ticker: DFSU CUSIP: 25434V716 Class: US SUSTAINABILTY

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

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

Q4 2025
Shares 337 Value ($000) $15 Avg Close — Range —
Q3 2025
Shares 337 Value ($000) $14 Avg Close — Range —
Q2 2025
Shares 337 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 337 Value ($000) $12 Avg Close — Range —
Q4 2024
Shares 337 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 337 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 293 Value ($000) $10 Avg Close — Range —
Q4 2023
Shares 2,563 Value ($000) $80 Avg Close — Range —