EWP
Elevation Wealth Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Hold |
849
| – | – | 0.02% | 248 |
|
|
2025
Q1 | $43.7K | Buy |
849
+60
| +8% | +$3.09K | 0.02% | 244 |
|
|
2024
Q4 | $40.2K | Buy |
789
+19
| +2% | +$968 | 0.02% | 250 |
|
|
2024
Q3 | $40.9K | Buy |
770
+4
| +0.5% | +$213 | 0.02% | 237 |
|
|
2024
Q2 | $39.1K | Buy |
766
+154
| +25% | +$7.87K | 0.02% | 236 |
|
|
2024
Q1 | $31.7K | Buy |
612
+24
| +4% | +$1.24K | 0.02% | 262 |
|
|
2023
Q4 | $29.3K | Hold |
588
| – | – | 0.02% | 248 |
|
|
2023
Q3 | $29.3K | Buy |
+588
| New | +$29.3K | 0.03% | 184 |
|