Elevate Wealth Advisory, Inc Dimensional ETF Tr Core Fxd In Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 14,204 shares of DFCF stock, worth $593,869. This represents 0.44% of its overall portfolio holdings.
Number of Shares
14,204
Previous 14,159
0.32%
Holding current value
$593,869
Previous $612 Million
4.15%
% of portfolio
0.44%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio