Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 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 5,447 shares of DFIS stock, worth $138,135. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,447
Previous 5,430 0.31%
Holding current value
$138,135
Previous $136 Million 1.41%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
188
Shares Held
78.1M
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