Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 7,364 shares of DUHP stock, worth $248,755. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,364
Previous 7,230
1.85%
Holding current value
$248,755
Previous $229 Million
3.07%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
308Shares Held
187MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.03 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$994 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$277 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$231 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$228 Million16.37% of portfolio