Elevate Wealth Advisory, Inc Dimensional ETF Tr Emerging Mk Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 34 shares of DFEM stock, worth $927. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 34
-0.0%
Holding current value
$927
Previous $849,000
2.12%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$432 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.9 Million7.95% of portfolio