Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimen Us Su Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 337 shares of DFSU stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
337
Previous 293
15.02%
Holding current value
$0
Previous $10.2 Million
22.67%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSU
# of Institutions
161Shares Held
21.8MCall Options Held
0Put Options Held
0-
Retirement Solution Inc.5.85MShares$00.0% of portfolio
-
Awm Capital, LLC2.75MShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA2.23MShares$00.0% of portfolio
-
Merriman Wealth Management, LLC1.02MShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA974KShares$05.43% of portfolio