EWP
Elevation Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
3,880
+11
| +0.3% | +$737 | 0.1% | 100 |
|
|
2025
Q1 | $234K | Buy |
3,869
+8
| +0.2% | +$484 | 0.1% | 103 |
|
|
2024
Q4 | $246K | Buy |
3,861
+14
| +0.4% | +$892 | 0.1% | 98 |
|
|
2024
Q3 | $239K | Sell |
3,847
-31
| -0.8% | -$1.93K | 0.1% | 104 |
|
|
2024
Q2 | $228K | Buy |
3,878
+1,792
| +86% | +$105K | 0.11% | 104 |
|
|
2024
Q1 | $113K | Buy |
2,086
+1,044
| +100% | +$56.8K | 0.06% | 146 |
|
|
2023
Q4 | $54K | Buy |
1,042
+5
| +0.5% | +$259 | 0.03% | 202 |
|
|
2023
Q3 | $48.3K | Sell |
1,037
-18
| -2% | -$838 | 0.04% | 151 |
|
|
2023
Q2 | $50.8K | Buy |
1,055
+3
| +0.3% | +$145 | 0.04% | 153 |
|
|
2023
Q1 | $46.7K | Buy |
+1,052
| New | +$46.7K | 0.04% | 163 |
|