Elevate Wealth Advisory, Inc Dimensional ETF Tr Emerging Mk Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 2025
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 42 shares of DFEM stock, worth $1,186. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 42
-0.0%
Holding current value
$1,186
Previous $1.1 Million
1.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
442Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$469 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio