Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 64,340 shares of DFAT stock, worth $3.38 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

64,340

Previous 61,265 5.02%

Holding current value

$3.38 Million

Previous $3.41 Billion 5.08%

% of portfolio

2.69%

Previous 2.53%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$54.54 - $61.04 $167,710 - $187,698	3,075 Added 5.02%	64,340 $3.58 Billion
Q3 2024 Nov 13, 2024	BUY	$51.0 - $57.07 $13,872 - $15,523	272 Added 0.45%	61,265 $3.41 Billion
Q2 2024 Aug 12, 2024	BUY	$50.18 - $54.47 $403,095 - $437,557	8,033 Added 15.17%	60,993 $3.16 Billion
Q1 2024 May 02, 2024	BUY	$49.45 - $54.43 $568,081 - $625,291	11,488 Added 27.7%	52,960 $2.88 Billion
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $1.77 Million - $2.2 Million	41,472 New	41,472 $2.17 Billion

Others Institutions Holding DFAT

# of Institutions

753

Shares Held

168M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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