Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 248,054 shares of DFIV stock, worth $10.5 Million. This represents 6.92% of its overall portfolio holdings.

Number of Shares

248,054

Previous 248,077 0.01%

Holding current value

$10.5 Million

Previous $8.68 Billion 12.48%

% of portfolio

6.92%

Previous 6.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$35.33 - $40.77 $812 - $937	-23 Reduced 0.01%	248,054 $9.76 Billion
Q4 2024 Feb 11, 2025	BUY	$34.86 - $37.97 $542,107 - $590,471	15,551 Added 6.69%	248,077 $8.68 Billion
Q3 2024 Nov 13, 2024	BUY	$34.66 - $38.38 $146,161 - $161,848	4,217 Added 1.85%	232,526 $8.85 Billion
Q2 2024 Aug 12, 2024	BUY	$35.5 - $38.02 $743,299 - $796,062	20,938 Added 10.1%	228,309 $8.21 Billion
Q1 2024 May 02, 2024	BUY	$33.15 - $36.75 $1.02 Million - $1.14 Million	30,902 Added 17.51%	207,371 $7.62 Billion
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $5.45 Million - $6.08 Million	176,469 New	176,469 $6.06 Billion

Others Institutions Holding DFIV

# of Institutions

690

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History