Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Core Eq Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 23,271 shares of DFAC stock, worth $898,958. This represents 0.65% of its overall portfolio holdings.

Number of Shares

23,271

Previous 23,349 0.33%

Holding current value

$898,958

Previous $837 Million 7.26%

% of portfolio

0.65%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$36.04 - $38.78 $2,811 - $3,024	-78 Reduced 0.33%	23,271 $898 Million
Q2 2025 Jul 23, 2025	BUY	$29.12 - $35.84 $582 - $716	20 Added 0.09%	23,349 $837 Million
Q1 2025 May 14, 2025	SELL	$32.42 - $36.13 $1,167 - $1,300	-36 Reduced 0.15%	23,329 $770 Million
Q4 2024 Feb 11, 2025	SELL	$33.92 - $36.6 $26,084 - $28,145	-769 Reduced 3.19%	23,365 $808 Million
Q3 2024 Nov 13, 2024	SELL	$31.05 - $34.29 $87,529 - $96,663	-2,819 Reduced 10.46%	24,134 $828 Million
Q2 2024 Aug 12, 2024	BUY	$30.09 - $32.37 $7,191 - $7,736	239 Added 0.89%	26,953 $869 Million
Q1 2024 May 02, 2024	SELL	$28.62 - $31.95 $94,932 - $105,978	-3,317 Reduced 11.05%	26,714 $854 Million
Q4 2023 Feb 14, 2024	BUY	$24.91 - $29.38 $748,072 - $882,310	30,031 New	30,031 $878 Million

Others Institutions Holding DFAC

# of Institutions

1,176

Shares Held

809M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Core Eq Transaction History