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 7,952 shares of DFSV stock, worth $239,991. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,952
Previous 7,910
0.53%
Holding current value
$239,991
Previous $238 Million
3.88%
% of portfolio
0.19%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
319Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$248 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$148 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$140 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$82.8 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$75.8 Million0.78% of portfolio