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 11,132 shares of DFIS stock, worth $321,046. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,132
Previous 11,130 0.02%
Holding current value
$321,046
Previous $273 Million 5.25%
% of portfolio
0.2%
Previous 0.2%

Shares

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

May 14, 2025
BUY
$23.92 - $26.89 $47 - $53
2 Added 0.02%
11,132 $288 Million
Q4 2024

Feb 11, 2025
BUY
$24.25 - $26.7 $137,715 - $151,629
5,679 Added 104.18%
11,130 $273 Million
Q3 2024

Nov 13, 2024
BUY
$24.06 - $26.97 $96 - $107
4 Added 0.07%
5,451 $146 Million
Q2 2024

Aug 12, 2024
BUY
$24.08 - $25.86 $409 - $439
17 Added 0.31%
5,447 $134 Million
Q1 2024

May 02, 2024
BUY
$23.13 - $25.1 $23 - $25
1 Added 0.02%
5,430 $136 Million
Q4 2023

Feb 14, 2024
BUY
$20.55 - $24.23 $111,565 - $131,544
5,429 New
5,429 $131 Million

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
94M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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