DFIV — DIMENSIONAL ETF TRUST

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC 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
0.01% (2023 Q1)
Avg. % of fund
0.01%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 328 — 0% 0.01% $14K $45.77
2025 Q2 UNCHANGED 328 — 0% 0.01% $14K $42.32
2025 Q1 UNCHANGED 328 — 0% 0.01% $13K $38.22
2024 Q4 UNCHANGED 328 — 0% 0.00% $12K $34.33
2024 Q3 UNCHANGED 328 — 0% 0.01% $12K $36.49
2024 Q2 UNCHANGED 328 — 0% 0.01% $12K $34.22
2024 Q1 UNCHANGED 328 — 0% 0.01% $12K $34.31
2023 Q4 UNCHANGED 328 — 0% 0.01% $11K $32.01
2023 Q3 UNCHANGED 328 — 0% 0.01% $11K $30.09
2023 Q2 UNCHANGED 328 — 0% 0.01% $11K $30.04
1 older quarter 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%
← Back to ELEVATION WEALTH PARTNERS, LLC Holdings