Elevate Wealth Advisory, Inc Dimensional ETF Tr Short Durat Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 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 $887,356. This represents 0.66% of its overall portfolio holdings.
Number of Shares
18,693
Previous 18,693
-0.0%
Holding current value
$887,356
Previous $892 Million
1.8%
% of portfolio
0.66%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
329Shares Held
65.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio