Elevate Wealth Advisory, Inc Dimensional ETF Tr Core Fxd In Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 15,363 shares of DFCF stock, worth $641,866. This represents 0.52% of its overall portfolio holdings.
Number of Shares
15,363
Previous 15,835
2.98%
Holding current value
$641,866
Previous $664 Million
3.93%
% of portfolio
0.52%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
325Shares Held
91.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$429 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$320 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$101 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$96.4 Million1.23% of portfolio