Elevate Wealth Advisory’s Dimensional World Equity ETF DFAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
3,688
+1,831
+99% +$123K 0.18% 68
2025
Q1
$114K Buy
+1,857
New +$114K 0.08% 79