Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 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 9,857 shares of DFSV stock, worth $277,868. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,857
Previous 9,889 0.32%
Holding current value
$277,868
Previous $304 Million 8.84%
% of portfolio
0.2%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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