Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Equity Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 42,821 shares of DFUS stock, worth $2.66 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
42,821
Previous 43,207 0.89%
Holding current value
$2.66 Million
Previous $2.46 Billion 2.36%
% of portfolio
2.04%
Previous 2.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$53.83 - $59.14 $20,778 - $22,828
-386 Reduced 0.89%
42,821 $2.52 Billion
Q1 2024

May 02, 2024
SELL
$50.79 - $56.98 $26,055 - $29,230
-513 Reduced 1.17%
43,207 $2.46 Billion
Q4 2023

Feb 14, 2024
BUY
$44.51 - $52.0 $1.95 Million - $2.27 Million
43,720 New
43,720 $2.27 Billion

Others Institutions Holding DFUS

# of Institutions
637
Shares Held
123M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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