Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 3,679 shares of DFIC stock, worth $111,951. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,679
Previous 2,757 33.44%
Holding current value
$111,951
Previous $71.3 Million 43.38%
% of portfolio
0.07%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$25.54 - $28.79 $23,547 - $26,544
922 Added 33.44%
3,679 $102 Million
Q4 2024

Feb 11, 2025
BUY
$25.61 - $28.0 $4,635 - $5,068
181 Added 7.03%
2,757 $71.3 Million
Q3 2024

Nov 13, 2024
BUY
$25.36 - $28.37 $5,984 - $6,695
236 Added 10.09%
2,576 $72.5 Million
Q1 2024

May 02, 2024
BUY
$24.62 - $26.83 $22,896 - $24,951
930 Added 65.96%
2,340 $62.6 Million
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $31,273 - $36,067
1,410 New
1,410 $36 Million

Others Institutions Holding DFIC

# of Institutions
471
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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