Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

106,440

Previous 106,355 0.08%

$3.5 Billion

Previous $3.3 Billion 6.15%

2.54%

Previous 2.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	N/A	85 Added 0.08%	106,440 $3.5 Billion
Q2 2025 Jul 23, 2025	SELL	N/A	-3,301 Reduced 3.01%	106,355 $3.3 Billion
Q1 2025 May 14, 2025	BUY	N/A	3,034 Added 2.85%	109,656 $3.35 Billion
Q4 2024 Feb 11, 2025	BUY	N/A	5,947 Added 5.91%	106,622 $3.12 Billion
Q3 2024 Nov 13, 2024	SELL	N/A	-27 Reduced 0.03%	100,675 $3.1 Billion
Q2 2024 Aug 12, 2024	BUY	N/A	6,154 Added 6.51%	100,702 $2.91 Billion
Q1 2024 May 02, 2024	BUY	N/A	14,679 Added 18.38%	94,548 $2.84 Billion
Q4 2023 Feb 14, 2024	BUY	N/A	79,869 New	79,869 $2.16 Billion

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