Elevate Wealth Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$317K	Buy
2025 Q2	$291K	Buy
2025 Q1	$277K	Sell
2024 Q4	$304K	Buy
2024 Q3	$257K	Buy
2024 Q2	$229K	Buy
2024 Q1	$238K	Sell
2023 Q4	$312K	Buy