Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 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 34,818 shares of DFAI stock, worth $1.05 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
34,818
Previous 40,567 14.17%
Holding current value
$1.05 Million
Previous $1.23 Billion 15.73%
% of portfolio
0.84%
Previous 1.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
164M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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