Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

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 16,458 shares of DISV stock, worth $445,188. This represents 0.39% of its overall portfolio holdings.

Number of Shares
16,458
Previous 19,639 16.2%
Holding current value
$445,188
Previous $506 Million 11.63%
% of portfolio
0.39%
Previous 0.46%

Shares

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

May 02, 2024
SELL
$24.73 - $27.24 $78,666 - $86,650
-3,181 Reduced 16.2%
16,458 $447 Million
Q4 2023

Feb 14, 2024
BUY
$22.43 - $25.87 $440,502 - $508,060
19,639 New
19,639 $506 Million

Others Institutions Holding DISV

# of Institutions
245
Shares Held
53.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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