Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

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 7,910 shares of DFSV stock, worth $226,384. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,910
Previous 10,701 26.08%
Holding current value
$226,384
Previous $312 Million 23.59%
% of portfolio
0.21%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
298
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
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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