Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 9,966 shares of DFAE stock, worth $257,820. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,966
Previous 10,266
2.92%
Holding current value
$257,820
Previous $266 Million
2.86%
% of portfolio
0.2%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$328 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$159 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$117 Million0.01% of portfolio
-
Foster Group, Inc.3.5MShares$90.5 Million3.72% of portfolio