ELEVATE WEALTH ADVISORY, INC DFIV Holdings History
ELEVATE WEALTH ADVISORY, INC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 248,054.00 shares of Dimensional International Value ETF(DFIV), totaling $9.76 Mil. This investment constitutes 6.92% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.09% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 4 purchases of DFIV, at an average price of $33.56, for a total of 248,077.00 shares. In addition, there have been 1 sales at an average price of $38.16 for 23.00 shares. Based on historical transaction data and DFIV's current price of $42.72, ELEVATE WEALTH ADVISORY, INC's estimated gain on his DFIV holdings is $2.27 Mil, reflecting a 27.28% gain to date.
ELEVATE WEALTH ADVISORY, INC DFIV ($42.72) Holding Chart
ELEVATE WEALTH ADVISORY, INC DFIV ($42.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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