Elevate Wealth Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Elevate Wealth Advisory’s Portfolio DFSD Stock Details DFSD 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	$716K	Hold
2025 Q2	$714K	Sell
2025 Q1	$728K	Sell
2024 Q4	$876K	Hold
2024 Q3	$892K	Sell
2024 Q2	$970K	Buy
2024 Q1	$917K	Sell
2023 Q4	$982K	Buy