Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 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 8,997 shares of DUHP stock, worth $317,144. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,997
Previous 7,365 22.16%
Holding current value
$317,144
Previous $251 Million 21.15%
% of portfolio
0.23%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
388
Shares Held
219M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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