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 $259,229. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,513
Previous 9,513
-0.0%
Holding current value
$259,229
Previous $264 Million
8.92%
% of portfolio
0.18%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
243Shares Held
126MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$652 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$608 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$173 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.12MShares$167 Million3.11% of portfolio