Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 13,535 shares of DFAR stock, worth $312,658. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,535
Previous 13,535 -0.0%
Holding current value
$312,658
Previous $299 Million 16.02%
% of portfolio
0.26%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$20.41 - $22.23 $4,816 - $5,246
236 Added 1.77%
13,535 $299 Million
Q1 2024

May 02, 2024
BUY
$21.28 - $22.96 $39,006 - $42,085
1,833 Added 15.99%
13,299 $297 Million
Q4 2023

Feb 14, 2024
BUY
$18.45 - $23.08 $211,547 - $264,635
11,466 New
11,466 $261 Million

Others Institutions Holding DFAR

# of Institutions
218
Shares Held
35.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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