DIMENSIONAL ETF TRUST

Ticker: DFIV CUSIP: 25434V807 Class: INTERNATNAL VAL

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

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

Q4 2025
Shares 228,912 Value ($000) $11,423 Avg Close Range
Q3 2025
Shares 216,876 Value ($000) $10,002 Avg Close Range
Q2 2025
Shares 223,432 Value ($000) $9,570 Avg Close Range
Q1 2025
Shares 248,054 Value ($000) $9,763 Avg Close Range
Q4 2024
Shares 248,077 Value ($000) $8,680 Avg Close Range
Q3 2024
Shares 232,526 Value ($000) $8,855 Avg Close Range
Q2 2024
Shares 228,309 Value ($000) $8,205 Avg Close Range
Q1 2024
Shares 207,371 Value ($000) $7,621 Avg Close Range
Q4 2023
Shares 176,469 Value ($000) $6,063 Avg Close Range