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 5,451 shares of DFIS stock, worth $135,675. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,451
Previous 5,447
0.07%
Holding current value
$135,675
Previous $134 Million
9.03%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$552 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$307 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$253 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$99.9 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64.8 Million3.04% of portfolio