DIMENSIONAL ETF TRUST

Ticker: DFAX CUSIP: 25434V880 Class: ETF

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

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

Q4 2025
Shares 49,103 Value ($000) $1,607 Avg Close Range
Q3 2025
Shares 49,045 Value ($000) $1,539 Avg Close Range
Q2 2025
Shares 48,677 Value ($000) $1,430 Avg Close Range
Q1 2025
Shares 48,590 Value ($000) $1,273 Avg Close Range
Q4 2024
Shares 48,570 Value ($000) $1,207 Avg Close Range
Q3 2024
Shares 48,497 Value ($000) $1,310 Avg Close Range
Q2 2024
Shares 49,060 Value ($000) $1,247 Avg Close Range
Q1 2024
Shares 47,824 Value ($000) $1,217 Avg Close Range
Q4 2023
Shares 48,451 Value ($000) $1,183 Avg Close Range