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

Elevate Wealth Advisory Inc. bought a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 30,061 shares of the company’s stock, valued at approximately $1,792,000. Dimensional U.S. Small Cap ETF makes […] ....

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192,023 Shares in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Purchased by Elevate Wealth Advisory Inc.

Elevate Wealth Advisory Inc. bought a new position in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 192,023 shares of the company’s stock, valued at approximately $11,391,000. Vanguard Intermediate-Term Treasury Index ETF accounts for 10.4% […] ....

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

Elevate Wealth Advisory Inc. bought a new position in shares of 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 filing with the Securities & Exchange Commission. The firm bought 48,451 shares of the company’s stock, valued at approximately $1,183,000. […] ....

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Elevate Wealth Advisory Inc. Invests $4.38 Million in iShares MSCI EAFE Value ETF (BATS:EFV)

Elevate Wealth Advisory Inc. acquired a new position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 83,968 shares of the company’s stock, valued at approximately $4,375,000. iShares MSCI EAFE […] ....

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16,655 Shares in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) Bought by Elevate Wealth Advisory Inc.

Elevate Wealth Advisory Inc. bought a new stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 16,655 shares of the company’s stock, valued at approximately $706,000. Several other hedge funds have also made […] ....

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