Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,340 shares of DFIC stock, worth $64,771. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,340
Previous 2,340
-0.0%
Holding current value
$64,771
Previous $62.6 Million
1.72%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$658 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$646 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$422 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$159 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio