Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Small C Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 29,501 shares of DFAS stock, worth $1.9 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
29,501
Previous 29,676 0.59%
Holding current value
$1.9 Million
Previous $1.85 Billion 4.19%
% of portfolio
1.44%
Previous 1.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$57.42 - $62.37 $10,048 - $10,914
-175 Reduced 0.59%
29,501 $1.77 Billion
Q1 2024

May 02, 2024
SELL
$56.66 - $62.34 $21,814 - $24,000
-385 Reduced 1.28%
29,676 $1.85 Billion
Q4 2023

Feb 14, 2024
BUY
$48.83 - $60.51 $1.47 Million - $1.82 Million
30,061 New
30,061 $1.79 Billion

Others Institutions Holding DFAS

# of Institutions
672
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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