Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

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 9,950 shares of DFAE stock, worth $323,375. This represents 0.23% of its overall portfolio holdings.

Number of Shares

9,950

Previous 10,135 1.83%

Holding current value

$323,375

Previous $293 Million 6.91%

% of portfolio

0.23%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$28.84 - $31.84 $5,335 - $5,890	-185 Reduced 1.83%	9,950 $314 Million
Q2 2025 Jul 23, 2025	SELL	$22.87 - $28.95 $51,388 - $65,050	-2,247 Reduced 18.15%	10,135 $293 Million
Q1 2025 May 14, 2025	BUY	$24.64 - $26.86 $3,030 - $3,303	123 Added 1.0%	12,382 $321 Million
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

635

Shares Held

186M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History