Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q2 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 43,269 shares of DFAI stock, worth $1.6 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

43,269

Previous 34,165 26.65%

Holding current value

$1.6 Million

Previous $1.07 Billion 40.19%

% of portfolio

1.06%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$28.02 - $34.71 $255,094 - $315,999	9,104 Added 26.65%	43,269 $1.5 Billion
Q1 2025 May 14, 2025	SELL	$28.88 - $32.4 $6,584 - $7,387	-228 Reduced 0.66%	34,165 $1.07 Billion
Q4 2024 Feb 11, 2025	BUY	$29.0 - $31.6 $17,226 - $18,770	594 Added 1.76%	34,393 $1 Billion
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

681

Shares Held

255M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History