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

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

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 23,365 shares of DFAC stock, worth $776,418. This represents 0.61% of its overall portfolio holdings.

Number of Shares
23,365
Previous 24,134 3.19%
Holding current value
$776,418
Previous $828 Million 2.34%
% of portfolio
0.61%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,064
Shares Held
799M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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