Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025
Number of Shares
3,688
Previous 1,857 98.6%
Holding current value
$247 Million
Previous $114 Million 117.4%
% of portfolio
0.18%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
1,831 Added 98.6%
3,688 $247 Million
Q1 2025

May 14, 2025
BUY
N/A
1,857 New
1,857 $114 Million
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