Elevate Wealth Advisory, Inc Dimensional ETF Tr Short Durat Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 20,644 shares of DFSD stock, worth $986,370. This represents 0.79% of its overall portfolio holdings.

Number of Shares
20,644
Previous 19,486 5.94%
Holding current value
$986,370
Previous $917 Million 5.85%
% of portfolio
0.79%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$46.64 - $47.15 $54,009 - $54,599
1,158 Added 5.94%
20,644 $970 Million
Q1 2024

May 02, 2024
SELL
$46.78 - $47.19 $65,445 - $66,018
-1,399 Reduced 6.7%
19,486 $917 Million
Q4 2023

Feb 14, 2024
BUY
$46.16 - $47.09 $964,051 - $983,474
20,885 New
20,885 $982 Million

Others Institutions Holding DFSD

# of Institutions
251
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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