Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024
Number of Shares
106,622
Previous 100,675 5.91%
Holding current value
$3.12 Billion
Previous $3.1 Billion 0.66%
% of portfolio
2.34%
Previous 2.3%

Shares

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