Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

$146 Billion
Q4 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 11,999 shares of DUHP stock, worth $451,882. This represents 0.31% of its overall portfolio holdings.

Number of Shares

11,999

Previous 12,143 1.19%

Holding current value

$451,882

Previous $459 Million 0.51%

% of portfolio

0.31%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$37.18 - $38.47 $5,353 - $5,539	-144 Reduced 1.19%	11,999 $456 Million
Q3 2025 Oct 24, 2025	BUY	$35.76 - $37.93 $3,611 - $3,830	101 Added 0.84%	12,143 $459 Million
Q2 2025 Jul 23, 2025	BUY	$29.36 - $35.56 $89,371 - $108,244	3,044 Added 33.83%	12,042 $428 Million
Q1 2025 May 14, 2025	BUY	$32.57 - $35.82 $32 - $35	1 Added 0.01%	8,998 $298 Million
Q4 2024 Feb 11, 2025	BUY	$33.62 - $35.69 $54,867 - $58,246	1,632 Added 22.16%	8,997 $304 Million

Q3 2024 Nov 13, 2024	BUY	$30.74 - $34.07 $30 - $34	1 Added 0.01%	7,365 $251 Million
Q2 2024 Aug 12, 2024	BUY	$29.72 - $32.4 $3,982 - $4,341	134 Added 1.85%	7,364 $236 Million
Q1 2024 May 02, 2024	SELL	$28.16 - $31.61 $13,573 - $15,236	-482 Reduced 6.25%	7,230 $229 Million
Q4 2023 Feb 14, 2024	BUY	$24.79 - $28.64 $191,180 - $220,871	7,712 New	7,712 $221 Million

Others Institutions Holding DUHP

# of Institutions

506

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History