Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 228,309 shares of DFIV stock, worth $8.65 Million. This represents 6.66% of its overall portfolio holdings.
Number of Shares
228,309
Previous 207,371
10.1%
Holding current value
$8.65 Million
Previous $7.62 Billion
7.67%
% of portfolio
6.66%
Previous 6.63%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$633 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$555 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$423 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$275 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$254 Million0.04% of portfolio