EWP
Elevation Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
27,602
+6,020
| +28% | +$384K | 0.69% | 33 |
|
|
2025
Q1 | $1.29M | Buy |
21,582
+674
| +3% | +$40.3K | 0.56% | 35 |
|
|
2024
Q4 | $1.36M | Sell |
20,908
-139
| -0.7% | -$9.05K | 0.57% | 34 |
|
|
2024
Q3 | $1.37M | Buy |
21,047
+12
| +0.1% | +$778 | 0.59% | 35 |
|
|
2024
Q2 | $1.26M | Sell |
21,035
-286
| -1% | -$17.2K | 0.6% | 35 |
|
|
2024
Q1 | $1.33M | Sell |
21,321
-1,664
| -7% | -$104K | 0.66% | 32 |
|
|
2023
Q4 | $1.21M | Hold |
22,985
| – | – | 0.72% | 28 |
|
|
2023
Q3 | $1.21M | Buy |
22,985
+14
| +0.1% | +$735 | 1.04% | 19 |
|
|
2023
Q2 | $1.26M | Buy |
22,971
+20
| +0.1% | +$1.1K | 1.06% | 18 |
|
|
2023
Q1 | $1.21M | Buy |
+22,951
| New | +$1.21M | 1.11% | 18 |
|