Elevate Wealth Advisory, Inc Dimensional ETF Tr Short Durat Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 18,693 shares of DFSD stock, worth $878,944. This represents 0.66% of its overall portfolio holdings.
Number of Shares
18,693
Previous 20,644
9.45%
Holding current value
$878,944
Previous $970 Million
8.03%
% of portfolio
0.66%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
263Shares Held
50.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.7 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.6 Million16.23% of portfolio