Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 9,237 shares of DIHP stock, worth $247,828. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,237
Previous 9,162
0.82%
Holding current value
$247,828
Previous $235 Million
5.85%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
183Shares Held
79.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$399 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$393 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$163 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$157 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$103 Million8.21% of portfolio