Elevate Wealth Advisory, Inc Purchases in Q3 2025

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
1.63K
+ 2.33%
$53.36 - $59.69 $86.8K - $97.1K
71.3K $4.15B
Dimensional ETF Trust
85
+ 0.08%
N/A
106K $3.5B
Dimensional ETF Trust
1.42K
+ 38.53%
N/A
5.11K $367M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.03K
+ 0.75%
$78.11 - $79.07 $80.4K - $81.4K
138K $10.9B
DFAX
Dimensional ETF Tr
368
+ 0.76%
$29.25 - $31.56 $10.8K - $11.6K
49K $1.54B
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.62K
+ 10.51%
$50.52 - $50.75 $81.9K - $82.3K
17K $865M
Dimensional ETF Trust
990
+ 171.88%
N/A
1.57K $113M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02K
+ 6.07%
$48.5 - $50.19 $49.6K - $51.3K
17.9K $894M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
422
+ 0.66%
$26.38 - $27.95 $11.1K - $11.8K
64.1K $1.75B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
18
+ 0.16%
$94.17 - $99.95 $1.7K - $1.8K
11K $1.1B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
731
+ 2.03%
$47.18 - $48.17 $34.5K - $35.2K
36.7K $1.76B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
34
+ 0.65%
$132.9 - $142.03 $4.52K - $4.83K
5.23K $738M
MUB
Ishares National Muni Bond ETF

ETFs
286
+ 4.92%
$103.24 - $106.68 $29.5K - $30.5K
6.1K $650M
DISV
Dimensional ETF Tr Dimensional

ETFs
288
+ 2.77%
$32.78 - $35.79 $9.44K - $10.3K
10.7K $381M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.49%
$656.44 - $753.15 $1.31K - $1.51K
408 $305M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
334
+ 0.85%
$49.78 - $50.75 $16.6K - $17K
39.5K $2B
DUHP
Dimensional ETF Tr Dimensional

ETFs
101
+ 0.84%
$35.76 - $37.93 $3.61K - $3.83K
12.1K $459M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
487
+ 4.32%
$41.8 - $43.15 $20.4K - $21K
11.8K $503M
DFSV
Dimensional ETF Tr Dimensional

ETFs
78
+ 0.79%
$29.2 - $32.74 $2.28K - $2.55K
9.95K $317M
VT
Vanguard Total World Stk Index

ETFs
79
+ 5.64%
$128.41 - $138.03 $10.1K - $10.9K
1.48K $204M
AOR
Ishares Tr Core Growth Allocat

ETFs
15
+ 0.23%
$60.99 - $64.39 $915 - $966
6.42K $413M
DIHP
Dimensional ETF Tr Dimensional

ETFs
331
+ 4.54%
$28.69 - $30.59 $9.5K - $10.1K
7.62K $232M
Dimensional ETF Trust
170
+ 17.97%
N/A
1.12K $61.9M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
94
+ 2.68%
$29.97 - $32.38 $2.82K - $3.04K
3.6K $115M
IWM
Ishares Russell 2000 ETF

ETFs
37
New
$214.92 - $244.84 $7.95K - $9.06K
37 $8.95M
AOA
Ishares Tr Core Aggressive All

ETFs
51
+ 9.44%
$82.71 - $88.14 $4.22K - $4.5K
591 $52.1M
SUB
Ishares Short Term National Mu

ETFs
39
+ 0.83%
$106.17 - $107.3 $4.14K - $4.18K
4.75K $507M
Dimensional ETF Trust
71
New
N/A
71 $5.16M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.12%
$64.12 - $68.08 $64.1 - $68.1
821 $55.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16
+ 0.26%
$48.31 - $48.93 $773 - $783
6.1K $298M
AVDE
American Centy ETF Tr Avantis

ETFs
4
+ 1.81%
$73.24 - $79.04 $293 - $316
225 $17.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11
+ 1.27%
$50.82 - $51.09 $559 - $562
880 $45M
AVEM
American Centy ETF Tr Avantis

ETFs
3
+ 5.45%
$68.33 - $75.41 $205 - $226
58 $4.36M
AOM
Ishares Tr Core Moderate Alloc

ETFs
5
+ 45.45%
$45.4 - $47.61 $227 - $238
16 $761K
AVGE
American Centy ETF Tr Avantis
1
+ 3.85%
N/A
27 $2.25M
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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