Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025
Number of Shares
576
Previous 192 200.0%
Holding current value
$38.5 Million
Previous $11.8 Million 227.01%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Jul 23, 2025
BUY
N/A
384 Added 200.0%
576 $38.5 Million
Q1 2025

May 14, 2025
BUY
N/A
192 New
192 $11.8 Million
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