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 6,708 shares of DFEV stock, worth $178,768. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,708
Previous 6,665
0.65%
Holding current value
$178,768
Previous $183 Million
4.16%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$63.6 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.3 Million0.04% of portfolio
-
Ritholtz Wealth Management965KShares$25.7 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$21 Million8.74% of portfolio
-
Marquette Asset Management, LLC637KShares$17 Million2.88% of portfolio