Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q2 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 7,286 shares of DIHP stock, worth $217,268. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,286

Previous 5,597 30.18%

Holding current value

$217,268

Previous $151 Million 42.5%

% of portfolio

0.15%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$24.32 - $29.74 $41,076 - $50,230	1,689 Added 30.18%	7,286 $215 Million
Q1 2025 May 14, 2025	SELL	$25.1 - $27.85 $98,291 - $109,060	-3,916 Reduced 41.16%	5,597 $151 Million
Q3 2024 Nov 13, 2024	BUY	$25.23 - $27.94 $3,708 - $4,107	147 Added 1.57%	9,513 $264 Million
Q2 2024 Aug 12, 2024	BUY	$25.66 - $27.34 $3,310 - $3,526	129 Added 1.4%	9,366 $247 Million
Q1 2024 May 02, 2024	BUY	$24.77 - $26.98 $1,857 - $2,023	75 Added 0.82%	9,237 $249 Million
Q4 2023 Feb 14, 2024	BUY	$22.28 - $25.74 $204,129 - $235,829	9,162 New	9,162 $235 Million

Others Institutions Holding DIHP

# of Institutions

291

Shares Held

149M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History