DIMENSIONAL ETF TRUST

Ticker: DFSV CUSIP: 25434V815 Class: Mutual Funds

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

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

Q4 2025
Shares 11,003 Value ($000) $362 Avg Close — Range —
Q3 2025
Shares 9,950 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 9,872 Value ($000) $291 Avg Close — Range —
Q1 2025
Shares 9,857 Value ($000) $277 Avg Close — Range —
Q4 2024
Shares 9,889 Value ($000) $304 Avg Close — Range —
Q3 2024
Shares 8,341 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 7,952 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 7,910 Value ($000) $238 Avg Close — Range —
Q4 2023
Shares 10,701 Value ($000) $312 Avg Close — Range —