Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 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 10,139 shares of DFIS stock, worth $324,448. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,139
Previous 11,132 8.92%
Holding current value
$324,448
Previous $288 Million 5.18%
% of portfolio
0.22%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$23.2 - $29.84 $23,037 - $29,631
-993 Reduced 8.92%
10,139 $303 Million
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
275
Shares Held
85.4M
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
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