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

Elevate Wealth Advisory, Inc

$133 Billion
Q4 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 29,261 shares of DFAS stock, worth $1.87 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

29,261

Previous 29,358 0.33%

Holding current value

$1.87 Million

Previous $1.9 Billion 0.01%

% of portfolio

1.43%

Previous 1.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$63.58 - $71.15 $6,167 - $6,901	-97 Reduced 0.33%	29,261 $1.9 Billion
Q3 2024 Nov 13, 2024	SELL	$59.25 - $65.33 $8,472 - $9,342	-143 Reduced 0.48%	29,358 $1.9 Billion
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

777

Shares Held

118M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Account

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