Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 17,913 shares of DFAR stock, worth $422,746. This represents 0.3% of its overall portfolio holdings.

Number of Shares

17,913

Previous 17,698 1.21%

Holding current value

$422,746

Previous $412 Million 3.39%

% of portfolio

0.3%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$22.35 - $24.52 $4,805 - $5,271	215 Added 1.21%	17,913 $426 Million
Q4 2024 Feb 11, 2025	BUY	$22.72 - $25.76 $94,583 - $107,238	4,163 Added 30.76%	17,698 $412 Million
Q2 2024 Aug 12, 2024	BUY	$20.41 - $22.23 $4,816 - $5,246	236 Added 1.77%	13,535 $299 Million
Q1 2024 May 02, 2024	BUY	$21.28 - $22.96 $39,006 - $42,085	1,833 Added 15.99%	13,299 $297 Million
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $211,547 - $264,635	11,466 New	11,466 $261 Million

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History