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

Elevate Wealth Advisory, Inc

$133 Billion
Q4 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 44,136 shares of DFUS stock, worth $2.94 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

44,136

Previous 43,432 1.62%

Holding current value

$2.94 Million

Previous $2.7 Billion 4.15%

% of portfolio

2.11%

Previous 2.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$61.52 - $66.5 $43,310 - $46,816	704 Added 1.62%	44,136 $2.81 Billion
Q3 2024 Nov 13, 2024	BUY	$56.04 - $62.2 $34,240 - $38,004	611 Added 1.43%	43,432 $2.7 Billion
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

722

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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