Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 2,576 shares of DFIC stock, worth $68,315. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,576
Previous 2,340
10.09%
Holding current value
$68,315
Previous $61.5 Million
17.83%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$716 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$683 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio