Elevate Wealth Advisory, Inc Dimensional ETF Tr Emerging Mk Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 42 shares of DFEM stock, worth $1,137. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 34
23.53%
Holding current value
$1,137
Previous $957,000
14.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio