Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 33,799 shares of DFAI stock, worth $984,564. This represents 0.8% of its overall portfolio holdings.

Number of Shares
33,799
Previous 34,818 2.93%
Holding current value
$984,564
Previous $1.03 Billion 3.98%
% of portfolio
0.8%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$28.69 - $32.06 $29,235 - $32,669
-1,019 Reduced 2.93%
33,799 $1.07 Billion
Q2 2024

Aug 12, 2024
SELL
$28.93 - $30.91 $166,318 - $177,701
-5,749 Reduced 14.17%
34,818 $1.03 Billion
Q1 2024

May 02, 2024
SELL
$27.74 - $30.27 $495,575 - $540,773
-17,865 Reduced 30.57%
40,567 $1.23 Billion
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $1.45 Million - $1.68 Million
58,432 New
58,432 $1.67 Billion

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email