Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 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 48,590 shares of DFAX stock, worth $1.38 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
48,590
Previous 48,570 0.04%
Holding current value
$1.38 Million
Previous $1.21 Billion 5.43%
% of portfolio
0.9%
Previous 0.91%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$24.45 - $27.2 $489 - $544
20 Added 0.04%
48,590 $1.27 Billion
Q4 2024

Feb 11, 2025
BUY
$24.76 - $27.04 $1,807 - $1,973
73 Added 0.15%
48,570 $1.21 Billion
Q3 2024

Nov 13, 2024
SELL
$24.29 - $27.25 $13,675 - $15,341
-563 Reduced 1.15%
48,497 $1.31 Billion
Q2 2024

Aug 12, 2024
BUY
$24.57 - $26.36 $30,368 - $32,580
1,236 Added 2.58%
49,060 $1.25 Billion
Q1 2024

May 02, 2024
SELL
$23.42 - $25.45 $14,684 - $15,957
-627 Reduced 1.29%
47,824 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$21.44 - $24.42 $1.04 Million - $1.18 Million
48,451 New
48,451 $1.18 Billion

Others Institutions Holding DFAX

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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