Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 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 9,360 shares of DFIS stock, worth $294,091. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,360

Previous 10,139 7.68%

Holding current value

$294,091

Previous $303 Million 2.14%

% of portfolio

0.22%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$29.65 - $31.77 $23,097 - $24,748	-779 Reduced 7.68%	9,360 $296 Million
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

287

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History