Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 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 57,867 shares of DFAU stock, worth $2.66 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

57,867

Previous 59,040 1.99%

Holding current value

$2.66 Million

Previous $2.5 Billion 5.88%

% of portfolio

1.92%

Previous 1.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$42.42 - $45.96 $49,758 - $53,911	-1,173 Reduced 1.99%	57,867 $2.65 Billion
Q2 2025 Jul 23, 2025	BUY	$34.04 - $42.36 $304,079 - $378,401	8,933 Added 17.83%	59,040 $2.5 Billion
Q1 2025 May 14, 2025	SELL	$37.84 - $42.29 $65,538 - $73,246	-1,732 Reduced 3.34%	50,107 $1.93 Billion
Q4 2024 Feb 11, 2025	SELL	$39.27 - $42.38 $25,839 - $27,886	-658 Reduced 1.25%	51,839 $2.1 Billion
Q3 2024 Nov 13, 2024	SELL	$35.8 - $39.69 $89,034 - $98,709	-2,487 Reduced 4.52%	52,497 $2.08 Billion
Q2 2024 Aug 12, 2024	SELL	$34.53 - $37.67 $126,517 - $138,022	-3,664 Reduced 6.25%	54,984 $2.06 Billion
Q1 2024 May 02, 2024	SELL	$32.59 - $36.54 $852,065 - $955,338	-26,145 Reduced 30.83%	58,648 $2.14 Billion
Q4 2023 Feb 14, 2024	BUY	$28.58 - $33.37 $2.42 Million - $2.83 Million	84,793 New	84,793 $2.82 Billion

Others Institutions Holding DFAU

# of Institutions

546

Shares Held

149M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History