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 2,576 shares of DFIC stock, worth $65,919. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,576
Previous 2,340 10.09%
Holding current value
$65,919
Previous $61.5 Million 17.83%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2024
BUY
$25.36 - $28.37 $5,984 - $6,695
236 Added 10.09%
2,576 $72.5 Million
Q1 2024

May 02, 2024
BUY
$24.62 - $26.83 $22,896 - $24,951
930 Added 65.96%
2,340 $62.6 Million
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $31,273 - $36,067
1,410 New
1,410 $36 Million

Others Institutions Holding DFIC

# of Institutions
366
Shares Held
234M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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