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 3,507 shares of DFEV stock, worth $99,633. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,507
Previous 6,708
47.72%
Holding current value
$99,633
Previous $176 Million
46.04%
% of portfolio
0.07%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
199Shares Held
23.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$71.7 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$28.6 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$25.8 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$23.7 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$22.9 Million8.3% of portfolio