Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 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 17,698 shares of DFAR stock, worth $420,681. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,698
Previous 13,535
30.76%
Holding current value
$420,681
Previous $347 Million
18.67%
% of portfolio
0.31%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.4 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.6 Million2.99% of portfolio