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 49,045 shares of DFAX stock, worth $1.57 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

49,045

Previous 48,677 0.76%

Holding current value

$1.57 Million

Previous $1.43 Billion 7.65%

% of portfolio

1.12%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$29.25 - $31.56 $10,764 - $11,614	368 Added 0.76%	49,045 $1.54 Billion
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

666

Shares Held

257M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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