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 $318,366. This represents 0.23% of its overall portfolio holdings.

Number of Shares
12,259
Previous 9,966 23.01%
Holding current value
$318,366
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
540
Shares Held
167M
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
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