Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 $250,001. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,513
Previous 9,366
1.57%
Holding current value
$250,001
Previous $247 Million
6.89%
% of portfolio
0.2%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
218Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$590 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$582 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$407 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$167 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio