DFAT — DIMENSIONAL ETF TRUST

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 (DFAT). 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.

Peak position
3.01% (2025 Q3)
Avg. % of fund
2.59%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 71,772 +505 +0.7% 2.92% $4.3M $59.54
2025 Q3 ADDED 71,267 +1,626 +2.3% 3.01% $4.1M $57.98
2025 Q2 ADDED 69,641 +4,257 +6.5% 2.67% $3.8M $53.49
2025 Q1 ADDED 65,384 +1,044 +1.6% 2.38% $3.4M $50.81
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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