Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 16,458 shares of DISV stock, worth $453,911. This represents 0.39% of its overall portfolio holdings.
Number of Shares
16,458
Previous 19,639
16.2%
Holding current value
$453,911
Previous $506 Million
11.63%
% of portfolio
0.39%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio