Elevate Wealth Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.76M	Buy
2025 Q1	$3.37M	Buy
2024 Q4	$3.58M	Buy
2024 Q3	$3.41M	Buy
2024 Q2	$3.16M	Buy
2024 Q1	$2.88M	Buy
2023 Q4	$2.17M	Buy