Elevate Wealth Advisory, Inc Dimensional ETF Tr U S Core Eq Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 23,365 shares of DFAC stock, worth $817,307. This represents 0.61% of its overall portfolio holdings.
Number of Shares
23,365
Previous 24,134
3.19%
Holding current value
$817,307
Previous $828 Million
2.34%
% of portfolio
0.61%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio