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

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

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 11,093 shares of DFUV stock, worth $450,153. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,093
Previous 11,067 0.23%
Holding current value
$450,153
Previous $453 Million 0.94%
% of portfolio
0.32%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$39.96 - $43.3 $1,038 - $1,125
26 Added 0.23%
11,093 $457 Million
Q4 2024

Feb 11, 2025
SELL
$40.38 - $44.35 $18,251 - $20,046
-452 Reduced 3.92%
11,067 $453 Million
Q3 2024

Nov 13, 2024
SELL
$38.51 - $41.69 $10,397 - $11,256
-270 Reduced 2.29%
11,519 $480 Million
Q2 2024

Aug 12, 2024
BUY
$38.53 - $40.76 $1,078 - $1,141
28 Added 0.24%
11,789 $463 Million
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
729
Shares Held
274M
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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