Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 2025
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 5,597 shares of DIHP stock, worth $163,208. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,597
Previous 9,513
41.16%
Holding current value
$163,208
Previous $240 Million
37.18%
% of portfolio
0.11%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$659 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$611 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$188 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$175 Million3.07% of portfolio