Elevate Wealth Advisory, Inc Dimensional ETF Tr Us Marketwi Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 11,761 shares of DFUV stock, worth $458,443. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,761
Previous 11,738
0.2%
Holding current value
$458,443
Previous $437 Million
10.1%
% of portfolio
0.42%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio