Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 232,526 shares of DFIV stock, worth $8.22 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares
232,526
Previous 228,309 1.85%
Holding current value
$8.22 Million
Previous $8.21 Billion 7.91%
% of portfolio
6.57%
Previous 6.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$34.66 - $38.38 $146,161 - $161,848
4,217 Added 1.85%
232,526 $8.85 Billion
Q2 2024

Aug 12, 2024
BUY
$35.5 - $38.02 $743,299 - $796,062
20,938 Added 10.1%
228,309 $8.21 Billion
Q1 2024

May 02, 2024
BUY
$33.15 - $36.75 $1.02 Million - $1.14 Million
30,902 Added 17.51%
207,371 $7.62 Billion
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $5.45 Million - $6.08 Million
176,469 New
176,469 $6.06 Billion

Others Institutions Holding DFIV

# of Institutions
561
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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