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 (DFUS). 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 | ADDED | 40,473 | +603 | +1.5% | 2.05% | $3.0M | $74.17 |
| 2025 Q3 | REDUCED | 39,870 | -669 | -1.7% | 2.10% | $2.9M | $72.29 |
| 2025 Q2 | REDUCED | 40,539 | -3,682 | -8.3% | 1.93% | $2.7M | $66.71 |
| 2025 Q1 | ADDED | 44,221 | +85 | +0.2% | 1.89% | $2.7M | $60.04 |
| 2024 Q4 | ADDED | 44,136 | +704 | +1.6% | 2.11% | $2.8M | $63.14 |
| 2024 Q3 | ADDED | 43,432 | +611 | +1.4% | 2.01% | $2.7M | $61.40 |
| 2024 Q2 | REDUCED | 42,821 | -386 | -0.9% | 2.04% | $2.5M | $57.94 |
| 2024 Q1 | REDUCED | 43,207 | -513 | -1.2% | 2.14% | $2.5M | $55.95 |
| 2023 Q4 | INITIATED | 43,720 | — | — | 2.08% | $2.3M | — |
As of 2025 Q4 — sorted by position size