DIMENSIONAL ETF TRUST

Ticker: DFSD CUSIP: 25434V864 Class: SHORT DURATION F

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

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

Q4 2025
Shares 16,396 Value ($000) $786 Avg Close Range
Q3 2025
Shares 14,867 Value ($000) $716 Avg Close Range
Q2 2025
Shares 14,867 Value ($000) $714 Avg Close Range
Q1 2025
Shares 15,323 Value ($000) $728 Avg Close Range
Q4 2024
Shares 18,693 Value ($000) $876 Avg Close Range
Q3 2024
Shares 18,693 Value ($000) $892 Avg Close Range
Q2 2024
Shares 20,644 Value ($000) $970 Avg Close Range
Q1 2024
Shares 19,486 Value ($000) $917 Avg Close Range
Q4 2023
Shares 20,885 Value ($000) $982 Avg Close Range