Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

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 51,839 shares of DFAU stock, worth $1.97 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
51,839
Previous 52,497 1.25%
Holding current value
$1.97 Million
Previous $2.08 Billion 0.74%
% of portfolio
1.57%
Previous 1.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
494
Shares Held
204M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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