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 7,364 shares of DUHP stock, worth $250,744. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,364
Previous 7,230
1.85%
Holding current value
$250,744
Previous $229 Million
3.07%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio