Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Small C Transaction History

Elevate Wealth Advisory, Inc

$133 Billion
Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 29,261 shares of DFAS stock, worth $1.79 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

29,261

Previous 29,358 0.33%

Holding current value

$1.79 Million

Previous $1.9 Billion 0.01%

% of portfolio

1.43%

Previous 1.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$63.58 - $71.15 $6,167 - $6,901	-97 Reduced 0.33%	29,261 $1.9 Billion
Q3 2024 Nov 13, 2024	SELL	$59.25 - $65.33 $8,472 - $9,342	-143 Reduced 0.48%	29,358 $1.9 Billion
Q2 2024 Aug 12, 2024	SELL	$57.42 - $62.37 $10,048 - $10,914	-175 Reduced 0.59%	29,501 $1.77 Billion
Q1 2024 May 02, 2024	SELL	$56.66 - $62.34 $21,814 - $24,000	-385 Reduced 1.28%	29,676 $1.85 Billion
Q4 2023 Feb 14, 2024	BUY	$48.83 - $60.51 $1.47 Million - $1.82 Million	30,061 New	30,061 $1.79 Billion

Others Institutions Holding DFAS

# of Institutions

777

Shares Held

118M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Small C Transaction History