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 48,677 shares of DFAX stock, worth $1.55 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

48,677

Previous 48,590 0.18%

Holding current value

$1.55 Million

Previous $1.27 Billion 12.3%

% of portfolio

1.02%

Previous 0.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$23.37 - $29.39 $2,033 - $2,556	87 Added 0.18%	48,677 $1.43 Billion
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

653

Shares Held

254M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History