Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 5,447 shares of DFIS stock, worth $145,434. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,447
Previous 5,430
0.31%
Holding current value
$145,434
Previous $136 Million
1.41%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$572 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$174 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$111 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.7 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.5 Million3.04% of portfolio