Elevate Wealth Advisory, Inc Dimensional ETF Tr Core Fxd In Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 11,752 shares of DFCF stock, worth $502,045. This represents 0.37% of its overall portfolio holdings.

Number of Shares

11,752

Previous 11,265 4.32%

Holding current value

$502,045

Previous $476 Million 5.56%

% of portfolio

0.37%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$41.8 - $43.15 $20,356 - $21,014	487 Added 4.32%	11,752 $503 Million
Q2 2025 Jul 23, 2025	SELL	$41.1 - $42.37 $112,942 - $116,432	-2,748 Reduced 19.61%	11,265 $476 Million
Q1 2025 May 14, 2025	SELL	$40.79 - $42.32 $7,790 - $8,083	-191 Reduced 1.34%	14,013 $589 Million
Q4 2024 Feb 11, 2025	BUY	$41.17 - $43.34 $1,852 - $1,950	45 Added 0.32%	14,204 $586 Million
Q3 2024 Nov 13, 2024	SELL	$41.34 - $43.55 $49,773 - $52,434	-1,204 Reduced 7.84%	14,159 $612 Million
Q2 2024 Aug 12, 2024	SELL	$40.79 - $41.97 $19,252 - $19,809	-472 Reduced 2.98%	15,363 $638 Million
Q1 2024 May 02, 2024	SELL	$41.54 - $42.6 $34,062 - $34,932	-820 Reduced 4.92%	15,835 $664 Million
Q4 2023 Feb 14, 2024	BUY	$39.52 - $42.54 $658,205 - $708,503	16,655 New	16,655 $706 Million

Others Institutions Holding DFCF

# of Institutions

442

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Core Fxd In Transaction History