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

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

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 15,323 shares of DFSD stock, worth $733,971. This represents 0.52% of its overall portfolio holdings.

Number of Shares
15,323
Previous 18,693 18.03%
Holding current value
$733,971
Previous $876 Million 16.91%
% of portfolio
0.52%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$46.74 - $47.55 $157,513 - $160,243
-3,370 Reduced 18.03%
15,323 $728 Million
Q3 2024

Nov 13, 2024
SELL
$47.0 - $47.84 $91,697 - $93,335
-1,951 Reduced 9.45%
18,693 $892 Million
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
354
Shares Held
68.2M
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
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email