Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

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 907 shares of DFSB stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
907
Previous 1,314 30.97%
Holding current value
$0
Previous $67.1 Million 28.18%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
N/A
-407 Reduced 30.97%
907 $48.2 Million
Q2 2024

Aug 12, 2024
BUY
N/A
1,314 New
1,314 $67.1 Million
Q4 2023

Feb 14, 2024
BUY
N/A
351 New
351 $18.2 Million

Others Institutions Holding DFSB

# of Institutions
65
Shares Held
3.48M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSB Quotes by TradingView
  • Ticker DFSB
More about DFSB
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