Elevate Wealth Advisory, Inc Dimensional ETF Tr Emerging Mk Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 $904. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 34
-0.0%
Holding current value
$904
Previous $909,000
5.28%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio