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79,869 Shares in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Acquired by Elevate Wealth Advisory Inc.

Elevate Wealth Advisory Inc. purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 79,869 shares of the company’s stock, valued at approximately $2,160,000. Dimensional US Large Cap Value […] ....

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Elevate Wealth Advisory Inc. Invests $9.82 Million in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Elevate Wealth Advisory Inc. acquired a new stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 127,458 shares of the company’s stock, valued at approximately $9,817,000. Vanguard Short-Term Bond ETF makes up about […] ....

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Elevate Wealth Advisory Inc. Buys New Shares in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Elevate Wealth Advisory Inc. bought a new position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 48,451 shares of the company’s stock, valued at approximately $1,183,000. Dimensional World ex U.S. […] ....

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Elevate Wealth Advisory Inc. Takes $1.22 Million Position in Caterpillar Inc. (NYSE:CAT)

Elevate Wealth Advisory Inc. acquired a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 4,134 shares of the industrial products company’s stock, valued at approximately $1,222,000. Caterpillar makes up […] ....

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Elevate Wealth Advisory Inc. Makes New $1.79 Million Investment in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Elevate Wealth Advisory Inc. acquired a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 30,061 shares of the company’s stock, valued at approximately $1,792,000. […] ....

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