Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 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 9,513 shares of DIHP stock, worth $262,273. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,513
Previous 9,513
-0.0%
Holding current value
$262,273
Previous $264 Million
8.92%
% of portfolio
0.18%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$660 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$615 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$427 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio