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 14,576 shares of DISV stock, worth $410,460. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,576
Previous 14,559
0.12%
Holding current value
$410,460
Previous $423 Million
8.46%
% of portfolio
0.29%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40 Million1.12% of portfolio