Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 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 216,876 shares of DFIV stock, worth $10.4 Million. This represents 7.27% of its overall portfolio holdings.

Number of Shares

216,876

Previous 223,432 2.93%

Holding current value

$10.4 Million

Previous $9.57 Billion 4.52%

% of portfolio

7.27%

Previous 6.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$42.66 - $46.53 $279,678 - $305,050	-6,556 Reduced 2.93%	216,876 $10 Billion
Q2 2025 Jul 23, 2025	SELL	$34.67 - $43.21 $853,644 - $1.06 Million	-24,622 Reduced 9.93%	223,432 $9.57 Billion
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

792

Shares Held

258M

Call Options Held

Put Options Held

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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