Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimen Us Su Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 337 shares of DFSU stock, worth $0. This represents 0.01% of its overall portfolio holdings.

Number of Shares
337
Previous 337 -0.0%
Holding current value
$0
Previous $11.1 Million 8.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
N/A
44 Added 15.02%
337 $12.5 Million
Q2 2024

Aug 12, 2024
BUY
N/A
293 New
293 $10.2 Million
Q4 2023

Feb 14, 2024
BUY
N/A
2,563 New
2,563 $79.8 Million

Others Institutions Holding DFSU

# of Institutions
213
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN US SU

DFSU Quotes by TradingView
  • Ticker DFSU
More about DFSU
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