ELEVATION WEALTH PARTNERS, LLC DFSU Holdings History
ELEVATION WEALTH PARTNERS, LLC's Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 145,904.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $5.73 Mil. This investment constitutes 2.26% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.38% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2023Q2. And since then ELEVATION WEALTH PARTNERS, LLC has made 7 purchases of DFSU, at an average price of $36.29, for a total of 145,933.00 shares. In addition, there have been 1 sales at an average price of $32.50 for 29.00 shares. Based on historical transaction data and DFSU's current price of $40.37, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his DFSU holdings is $595,008.11, reflecting a 11.23% gain to date.
ELEVATION WEALTH PARTNERS, LLC DFSU ($40.37) Holding Chart
ELEVATION WEALTH PARTNERS, LLC DFSU ($40.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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