Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 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 48,497 shares of DFAX stock, worth $1.23 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
48,497
Previous 49,060 1.15%
Holding current value
$1.23 Million
Previous $1.25 Billion 5.04%
% of portfolio
0.97%
Previous 1.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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