Elevate Wealth Advisory, Inc Dimensional ETF Tr Inflation P Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,953 shares of DFIP stock, worth $82,885. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,953
Previous 1,953 -0.0%
Holding current value
$82,885
Previous $81.7 Million 1.0%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$40.69 - $42.46 $1,383 - $1,443
34 Added 1.77%
1,953 $82.6 Million
Q1 2024

May 02, 2024
SELL
$40.58 - $41.54 $122,105 - $124,993
-3,009 Reduced 61.06%
1,919 $79.2 Million
Q4 2023

Feb 14, 2024
BUY
$39.16 - $41.47 $192,980 - $204,364
4,928 New
4,928 $203 Million

Others Institutions Holding DFIP

# of Institutions
151
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

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