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 9,366 shares of DIHP stock, worth $255,410. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,366
Previous 9,237
1.4%
Holding current value
$255,410
Previous $249 Million
0.94%
% of portfolio
0.2%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$478 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$474 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$161 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$158 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio