Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025
Number of Shares
1,116
Previous 946 17.97%
Holding current value
$61.9 Million
Previous $51.3 Million 20.62%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
170 Added 17.97%
1,116 $61.9 Million
Q3 2024

Nov 13, 2024
BUY
N/A
946 New
946 $51.9 Million
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