Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 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 15,165 shares of DISV stock, worth $485,886. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,165
Previous 14,576 4.04%
Holding current value
$485,886
Previous $387 Million 14.03%
% of portfolio
0.31%
Previous 0.29%

Shares

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

May 14, 2025
BUY
$26.09 - $30.21 $15,367 - $17,793
589 Added 4.04%
15,165 $442 Million
Q4 2024

Feb 11, 2025
BUY
$26.18 - $28.77 $445 - $489
17 Added 0.12%
14,576 $387 Million
Q2 2024

Aug 12, 2024
SELL
$26.23 - $28.56 $49,810 - $54,235
-1,899 Reduced 11.54%
14,559 $392 Million
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
343
Shares Held
69.1M
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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