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

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

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 14,204 shares of DFCF stock, worth $599,692. This represents 0.44% of its overall portfolio holdings.

Number of Shares
14,204
Previous 14,159 0.32%
Holding current value
$599,692
Previous $612 Million 4.15%
% of portfolio
0.44%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
403
Shares Held
3.56B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email