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 3,601 shares of DFEV stock, worth $115,556. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,601
Previous 3,507
2.68%
Holding current value
$115,556
Previous $105 Million
9.19%
% of portfolio
0.08%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
217Shares Held
25.5MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.56MShares$82 Million5.69% of portfolio
-
Ritholtz Wealth Management1.3MShares$41.8 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.21MShares$39 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL943KShares$30.3 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL877KShares$28.1 Million0.01% of portfolio