Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025
Number of Shares
109,656
Previous 106,622 2.85%
Holding current value
$3.35 Billion
Previous $3.12 Billion 7.36%
% of portfolio
2.37%
Previous 2.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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