Elevate Wealth Advisory’s Dimensional US Real Estate ETF DFAR Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$407K	Sell
2025 Q4	$401K	Sell
2025 Q3	$427K	Hold
2025 Q2	$420K	Hold
2025 Q1	$426K	Buy
2024 Q4	$412K	Buy
2024 Q3	$347K	Hold
2024 Q2	$299K	Buy
2024 Q1	$297K	Buy
2023 Q4	$261K	Buy