DFIV — 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 (DFIV). 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
7.81% (2025 Q4)
Avg. % of fund
6.75%
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 228,912 +12,036 +5.5% 7.81% $11.4M $49.90
2025 Q3 REDUCED 216,876 -6,556 -2.9% 7.27% $10.0M $45.77
2025 Q2 REDUCED 223,432 -24,622 -9.9% 6.81% $9.6M $42.32
2025 Q1 REDUCED 248,054 -23 -0.0% 6.92% $9.8M $38.22
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIV price (monthly, adj. close)

Other funds also holding DFIV

As of 2025 Q4 — sorted by position size

Team Hewins, LLC 3Y 28.29% DIXON FNANCIAL SERVICES, INC. 3Y 28.04% Financially in Tune, LLC 19.45% Disciplined Equity Management, Inc. 3Y 10.76% Parkwoods Wealth Partners, LLC 10.22% Shearwater Capital LLC 3Y 9.82% Trinity Financial Advisors LLC 3Y 9.23% VESTIA PERSONAL WEALTH ADVISORS 9.22% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.17% FISCHER INVESTMENT STRATEGIES, LLC 8.85%
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