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 10,384 shares of DISV stock, worth $342,672. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,384

Previous 15,165 31.53%

Holding current value

$342,672

Previous $442 Million 22.61%

% of portfolio

0.24%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$25.93 - $32.91 $123,971 - $157,342	-4,781 Reduced 31.53%	10,384 $342 Million
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

355

Shares Held

75.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History