Elevate Wealth Advisory, Inc Dimensional ETF Tr Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 47,824 shares of DFAX stock, worth $1.22 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
47,824
Previous 48,451
1.29%
Holding current value
$1.22 Million
Previous $1.18 Billion
2.83%
% of portfolio
1.06%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$280 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio