Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 10,266 shares of DFAE stock, worth $272,151. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,266
Previous 12,355
16.91%
Holding current value
$272,151
Previous $305 Million
13.05%
% of portfolio
0.22%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
464Shares Held
137MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$336 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$163 Million2.17% of portfolio
-
Ubs Group Ag5.16MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$113 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$98.3 Million0.03% of portfolio