Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025
Number of Shares
5,109
Previous 3,688 38.53%
Holding current value
$367 Million
Previous $247 Million 48.4%
% of portfolio
0.27%
Previous 0.18%

Shares

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

Oct 24, 2025
BUY
N/A
1,421 Added 38.53%
5,109 $367 Million
Q2 2025

Jul 23, 2025
BUY
N/A
1,831 Added 98.6%
3,688 $247 Million
Q1 2025

May 14, 2025
BUY
N/A
1,857 New
1,857 $114 Million
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