Elevate Wealth Advisory, Inc Dimensional ETF Tr Emerging Mk Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 6,665 shares of DFEV stock, worth $187,219. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,665
Previous 8,266
19.37%
Holding current value
$187,219
Previous $208 Million
16.93%
% of portfolio
0.15%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
131Shares Held
15MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.16MShares$60.7 Million4.19% of portfolio
-
Ritholtz Wealth Management924KShares$26 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$21.6 Million4.96% of portfolio
-
Marquette Asset Management, LLC620KShares$17.4 Million2.8% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA573KShares$16.1 Million0.17% of portfolio