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

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

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 39,870 shares of DFUS stock, worth $2.91 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

39,870

Previous 40,539 1.65%

Holding current value

$2.91 Million

Previous $2.72 Billion 6.31%

% of portfolio

2.1%

Previous 1.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$67.01 - $72.84 $44,829 - $48,729	-669 Reduced 1.65%	39,870 $2.89 Billion
Q2 2025 Jul 23, 2025	SELL	$53.65 - $67.02 $197,539 - $246,767	-3,682 Reduced 8.33%	40,539 $2.72 Billion
Q1 2025 May 14, 2025	BUY	$59.61 - $66.71 $5,066 - $5,670	85 Added 0.19%	44,221 $2.67 Billion
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

832

Shares Held

203M

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