Elevate Wealth Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Elevate Wealth Advisory’s Portfolio DFAC Stock Details DFAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$898K	Sell
2025 Q2	$837K	Buy
2025 Q1	$770K	Sell
2024 Q4	$808K	Sell
2024 Q3	$828K	Sell
2024 Q2	$869K	Buy
2024 Q1	$854K	Sell
2023 Q4	$878K	Buy