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 5,451 shares of DFIS stock, worth $135,675. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,451
Previous 5,447 0.07%
Holding current value
$135,675
Previous $134 Million 9.03%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 13, 2024

BUY
$24.06 - $26.97 $96 - $107
4 Added 0.07%
5,451 $146 Million
Q2 2024

Aug 12, 2024

BUY
$24.08 - $25.86 $409 - $439
17 Added 0.31%
5,447 $134 Million
Q1 2024

May 02, 2024

BUY
$23.13 - $25.1 $23 - $25
1 Added 0.02%
5,430 $136 Million
Q4 2023

Feb 14, 2024

BUY
$20.55 - $24.23 $111,565 - $131,544
5,429 New
5,429 $131 Million

Others Institutions Holding DFIS

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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