Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Core Eq Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 26,714 shares of DFAC stock, worth $867,937. This represents 0.74% of its overall portfolio holdings.
Number of Shares
26,714
Previous 30,031
11.05%
Holding current value
$867,937
Previous $878 Million
2.77%
% of portfolio
0.74%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio