Elevation Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Buy |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $113K | Buy |
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|
2023
Q4 | $54K | Buy |
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|
2023
Q3 | $48.3K | Sell |
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|
2023
Q2 | $50.8K | Buy |
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|
2023
Q1 | $46.7K | Buy |
|