Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025
Number of Shares
1,566
Previous 576 171.88%
Holding current value
$113 Million
Previous $38.5 Million 192.57%
% of portfolio
0.08%
Previous 0.03%

Shares

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

Oct 24, 2025
BUY
N/A
990 Added 171.88%
1,566 $113 Million
Q2 2025

Jul 23, 2025
BUY
N/A
384 Added 200.0%
576 $38.5 Million
Q1 2025

May 14, 2025
BUY
N/A
192 New
192 $11.8 Million
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