Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

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 9,950 shares of DFSV stock, worth $312,430. This represents 0.23% of its overall portfolio holdings.

Number of Shares

9,950

Previous 9,872 0.79%

Holding current value

$312,430

Previous $291 Million 9.04%

% of portfolio

0.23%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$29.2 - $32.74 $2,277 - $2,553	78 Added 0.79%	9,950 $317 Million
Q2 2025 Jul 23, 2025	BUY	$24.21 - $29.47 $363 - $442	15 Added 0.15%	9,872 $291 Million
Q1 2025 May 14, 2025	SELL	$27.56 - $32.1 $881 - $1,027	-32 Reduced 0.32%	9,857 $277 Million
Q4 2024 Feb 11, 2025	BUY	$30.18 - $33.87 $46,718 - $52,430	1,548 Added 18.56%	9,889 $304 Million
Q3 2024 Nov 13, 2024	BUY	$28.25 - $31.7 $10,989 - $12,331	389 Added 4.89%	8,341 $257 Million
Q2 2024 Aug 12, 2024	BUY	$27.81 - $30.13 $1,168 - $1,265	42 Added 0.53%	7,952 $229 Million
Q1 2024 May 02, 2024	SELL	$27.45 - $30.1 $76,612 - $84,009	-2,791 Reduced 26.08%	7,910 $238 Million
Q4 2023 Feb 14, 2024	BUY	$23.61 - $29.53 $252,650 - $316,000	10,701 New	10,701 $312 Million

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History