Ownership history in ELEVATE WEALTH ADVISORY, INC · 9 quarters on record
This page tracks every 13F SEC filing in which ELEVATE WEALTH ADVISORY, INC reported a position in DIMENSIONAL ETF TRUST (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 27,404 | -261 | -0.9% | 1.31% | $1.9M | $69.67 |
| 2025 Q3 | REDUCED | 27,665 | -504 | -1.8% | 1.38% | $1.9M | $68.27 |
| 2025 Q2 | REDUCED | 28,169 | -964 | -3.3% | 1.28% | $1.8M | $63.36 |
| 2025 Q1 | REDUCED | 29,133 | -128 | -0.4% | 1.23% | $1.7M | $59.26 |
| 2024 Q4 | REDUCED | 29,261 | -97 | -0.3% | 1.43% | $1.9M | $64.41 |
| 2024 Q3 | REDUCED | 29,358 | -143 | -0.5% | 1.41% | $1.9M | $64.02 |
| 2024 Q2 | REDUCED | 29,501 | -175 | -0.6% | 1.44% | $1.8M | $59.15 |
| 2024 Q1 | REDUCED | 29,676 | -385 | -1.3% | 1.61% | $1.8M | $61.21 |
| 2023 Q4 | INITIATED | 30,061 | — | — | 1.64% | $1.8M | — |
As of 2025 Q4 — sorted by position size