Elevate Wealth Advisory, Inc Dimensional ETF Tr Emerging Mk Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 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 $1,360. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 42
-0.0%
Holding current value
$1,360
Previous $1.25 Million
8.02%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
482Shares Held
165MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio