Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 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 7,286 shares of DIHP stock, worth $216,831. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,286
Previous 5,597
30.18%
Holding current value
$216,831
Previous $151 Million
42.5%
% of portfolio
0.15%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
279Shares Held
145MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$725 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$673 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$624 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$192 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$179 Million3.07% of portfolio