Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History

Elevate Wealth Advisory, Inc

$146 Billion
Q4 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 11,268 shares of DISV stock, worth $404,746. This represents 0.29% of its overall portfolio holdings.

Number of Shares

11,268

Previous 10,672 5.58%

Holding current value

$404,746

Previous $381 Million 12.42%

% of portfolio

0.29%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$35.06 - $36.3 $20,895 - $21,634	596 Added 5.58%	11,268 $428 Million
Q3 2025 Oct 24, 2025	BUY	$32.78 - $35.79 $9,440 - $10,307	288 Added 2.77%	10,672 $381 Million
Q2 2025 Jul 23, 2025	SELL	$25.93 - $32.91 $123,971 - $157,342	-4,781 Reduced 31.53%	10,384 $342 Million
Q1 2025 May 14, 2025	BUY	$26.09 - $30.21 $15,367 - $17,793	589 Added 4.04%	15,165 $442 Million
Q4 2024 Feb 11, 2025	BUY	$26.18 - $28.77 $445 - $489	17 Added 0.12%	14,576 $387 Million

Q2 2024 Aug 12, 2024	SELL	$26.23 - $28.56 $49,810 - $54,235	-1,899 Reduced 11.54%	14,559 $392 Million
Q1 2024 May 02, 2024	SELL	$24.73 - $27.24 $78,666 - $86,650	-3,181 Reduced 16.2%	16,458 $447 Million
Q4 2023 Feb 14, 2024	BUY	$22.43 - $25.87 $440,502 - $508,060	19,639 New	19,639 $506 Million

Others Institutions Holding DISV

# of Institutions

399

Shares Held

82.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History