Elevate Wealth Advisory, Inc Dimensional ETF Tr Us Marketwi Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 11,761 shares of DFUV stock, worth $461,501. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,761
Previous 11,738 0.2%
Holding current value
$461,501
Previous $437 Million 10.1%
% of portfolio
0.42%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$36.22 - $40.9 $833 - $940
23 Added 0.2%
11,761 $481 Million
Q4 2023

Feb 14, 2024
BUY
$31.85 - $37.39 $373,855 - $438,883
11,738 New
11,738 $437 Million

Others Institutions Holding DFUV

# of Institutions
592
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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