Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q2 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 59,040 shares of DFAU stock, worth $2.72 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

59,040

Previous 50,107 17.83%

Holding current value

$2.72 Million

Previous $1.93 Billion 29.84%

% of portfolio

1.78%

Previous 1.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

531

Shares Held

139M

Call Options Held

58.3K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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 Transaction History