Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 12,259 shares of DFAE stock, worth $316,404. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,259
Previous 9,966
23.01%
Holding current value
$316,404
Previous $273 Million
13.85%
% of portfolio
0.23%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$401 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$327 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$275 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio