Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

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 207,371 shares of DFIV stock, worth $7.5 Million. This represents 6.63% of its overall portfolio holdings.

Number of Shares
207,371
Previous 176,469 17.51%
Holding current value
$7.5 Million
Previous $6.06 Billion 25.68%
% of portfolio
6.63%
Previous 5.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
506
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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