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

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 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 24,134 shares of DFAC stock, worth $867,858. This represents 0.61% of its overall portfolio holdings.

Number of Shares
24,134
Previous 26,953 10.46%
Holding current value
$867,858
Previous $869 Million 4.77%
% of portfolio
0.61%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
965
Shares Held
750M
Call Options Held
76K
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
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