Elevate Wealth Advisory, Inc Dimensional ETF Tr Inflation P Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,953 shares of DFIP stock, worth $78,959. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,953
Previous 1,919 1.77%
Holding current value
$78,959
Previous $78.4 Million 5.37%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 13, 2024
BUY
$40.69 - $42.46 $1,383 - $1,443
34 Added 1.77%
1,953 $82.6 Million
Q1 2024

May 02, 2024
SELL
$40.58 - $41.54 $122,105 - $124,993
-3,009 Reduced 61.06%
1,919 $79.2 Million
Q4 2023

Feb 14, 2024
BUY
$39.16 - $41.47 $192,980 - $204,364
4,928 New
4,928 $203 Million

Others Institutions Holding DFIP

# of Institutions
115
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

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