Elevate Wealth Advisory, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 40,510 shares of DFNM stock, worth $1.93 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
40,510
Previous 40,345
0.41%
Holding current value
$1.93 Million
Previous $1.93 Billion
2.03%
% of portfolio
1.46%
Previous 1.56%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio