Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

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 2,340 shares of DFIC stock, worth $62,712. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,340
Previous 1,410 65.96%
Holding current value
$62,712
Previous $36 Million 73.89%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
327
Shares Held
198M
Call Options Held
100
Put Options Held
100
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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