EWP
Elevation Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
39,135
-7,522
| -16% | -$406K | 0.83% | 31 |
|
|
2025
Q1 | $2.4M | Buy |
46,657
+4,804
| +11% | +$247K | 1.04% | 24 |
|
|
2024
Q4 | $2.33M | Buy |
41,853
+556
| +1% | +$30.9K | 0.98% | 25 |
|
|
2024
Q3 | $2.3M | Buy |
41,297
+8,027
| +24% | +$447K | 0.99% | 27 |
|
|
2024
Q2 | $1.73M | Buy |
33,270
+3,555
| +12% | +$184K | 0.82% | 29 |
|
|
2024
Q1 | $1.62M | Buy |
29,715
+2,573
| +9% | +$140K | 0.81% | 27 |
|
|
2023
Q4 | $1.24M | Sell |
27,142
-131
| -0.5% | -$5.99K | 0.74% | 26 |
|
|
2023
Q3 | $1.25M | Buy |
27,273
+568
| +2% | +$26K | 1.08% | 18 |
|
|
2023
Q2 | $1.24M | Buy |
26,705
+8,031
| +43% | +$373K | 1.04% | 19 |
|
|
2023
Q1 | $831K | Buy |
+18,674
| New | +$831K | 0.76% | 23 |
|