DIMENSIONAL ETF TRUST

Ticker: DFIS CUSIP: 25434V773 Class: ETF

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

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

Q4 2025
Shares 9,368 Value ($000) $309 Avg Close Range
Q3 2025
Shares 9,360 Value ($000) $296 Avg Close Range
Q2 2025
Shares 10,139 Value ($000) $303 Avg Close Range
Q1 2025
Shares 11,132 Value ($000) $288 Avg Close Range
Q4 2024
Shares 11,130 Value ($000) $273 Avg Close Range
Q3 2024
Shares 5,451 Value ($000) $146 Avg Close Range
Q2 2024
Shares 5,447 Value ($000) $134 Avg Close Range
Q1 2024
Shares 5,430 Value ($000) $136 Avg Close Range
Q4 2023
Shares 5,429 Value ($000) $131 Avg Close Range