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

Elevate Wealth Advisory, Inc

$138 Billion
Q3 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 10,785 shares of DFUV stock, worth $485,756. This represents 0.35% of its overall portfolio holdings.

Number of Shares

10,785

Previous 11,181 3.54%

Holding current value

$485,756

Previous $473 Million 1.96%

% of portfolio

0.35%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$41.91 - $44.87 $16,596 - $17,768	-396 Reduced 3.54%	10,785 $482 Million
Q2 2025 Jul 23, 2025	BUY	$36.25 - $42.28 $3,190 - $3,720	88 Added 0.79%	11,181 $473 Million
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

768

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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