Elevate Wealth Advisory, Inc Dimensional ETF Tr Core Fxd In Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 14,159 shares of DFCF stock, worth $588,164. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,159
Previous 15,363
7.84%
Holding current value
$588,164
Previous $638 Million
4.18%
% of portfolio
0.45%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
342Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio