Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 12,259 shares of DFAE stock, worth $314,688. This represents 0.23% of its overall portfolio holdings.

Number of Shares
12,259
Previous 9,966 23.01%
Holding current value
$314,688
Previous $273 Million 13.85%
% of portfolio
0.23%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$25.36 - $28.15 $58,150 - $64,547
2,293 Added 23.01%
12,259 $311 Million
Q3 2024

Nov 13, 2024
SELL
$24.46 - $27.82 $7,338 - $8,346
-300 Reduced 2.92%
9,966 $273 Million
Q2 2024

Aug 12, 2024
SELL
$24.03 - $26.3 $50,198 - $54,940
-2,089 Reduced 16.91%
10,266 $266 Million
Q1 2024

May 02, 2024
SELL
$22.74 - $24.88 $66,378 - $72,624
-2,919 Reduced 19.11%
12,355 $305 Million
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $330,376 - $368,256
15,274 New
15,274 $368 Million

Others Institutions Holding DFAE

# of Institutions
536
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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