Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Target Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 60,993 shares of DFAT stock, worth $3.34 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
60,993
Previous 52,960
15.17%
Holding current value
$3.34 Million
Previous $2.88 Billion
9.75%
% of portfolio
2.57%
Previous 2.51%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
654Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$482 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$404 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$285 Million2.46% of portfolio