Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 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 33,799 shares of DFAI stock, worth $992,338. This represents 0.8% of its overall portfolio holdings.

Number of Shares
33,799
Previous 34,818 2.93%
Holding current value
$992,338
Previous $1.03 Billion 3.98%
% of portfolio
0.8%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$28.69 - $32.06 $29,235 - $32,669
-1,019 Reduced 2.93%
33,799 $1.07 Billion
Q2 2024

Aug 12, 2024
SELL
$28.93 - $30.91 $166,318 - $177,701
-5,749 Reduced 14.17%
34,818 $1.03 Billion
Q1 2024

May 02, 2024
SELL
$27.74 - $30.27 $495,575 - $540,773
-17,865 Reduced 30.57%
40,567 $1.23 Billion
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $1.45 Million - $1.68 Million
58,432 New
58,432 $1.67 Billion

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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