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 49,060 shares of DFAX stock, worth $1.27 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
49,060
Previous 47,824 2.58%
Holding current value
$1.27 Million
Previous $1.22 Billion 2.5%
% of portfolio
1.01%
Previous 1.06%

Shares

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

Aug 12, 2024
BUY
$24.57 - $26.36 $30,368 - $32,580
1,236 Added 2.58%
49,060 $1.25 Billion
Q1 2024

May 02, 2024
SELL
$23.42 - $25.45 $14,684 - $15,957
-627 Reduced 1.29%
47,824 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$21.44 - $24.42 $1.04 Million - $1.18 Million
48,451 New
48,451 $1.18 Billion

Others Institutions Holding DFAX

# of Institutions
504
Shares Held
225M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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