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 14,559 shares of DISV stock, worth $403,866. This represents 0.31% of its overall portfolio holdings.

Number of Shares
14,559
Previous 14,559 -0.0%
Holding current value
$403,866
Previous $392 Million 8.01%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Aug 12, 2024
SELL
$26.23 - $28.56 $49,810 - $54,235
-1,899 Reduced 11.54%
14,559 $392 Million
Q1 2024

May 02, 2024
SELL
$24.73 - $27.24 $78,666 - $86,650
-3,181 Reduced 16.2%
16,458 $447 Million
Q4 2023

Feb 14, 2024
BUY
$22.43 - $25.87 $440,502 - $508,060
19,639 New
19,639 $506 Million

Others Institutions Holding DISV

# of Institutions
295
Shares Held
63.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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