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 907 shares of DFSB stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
907
Previous 1,314 30.97%
Holding current value
$0
Previous $67.1 Million 28.18%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
N/A
-407 Reduced 30.97%
907 $48.2 Million
Q2 2024

Aug 12, 2024

BUY
N/A
1,314 New
1,314 $67.1 Million
Q4 2023

Feb 14, 2024

BUY
N/A
351 New
351 $18.2 Million

Others Institutions Holding DFSB

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSB
More about DFSB
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