Elevate Wealth Advisory, Inc Dimensional ETF Tr Core Fxd In Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 14,204 shares of DFCF stock, worth $590,318. This represents 0.44% of its overall portfolio holdings.
Number of Shares
14,204
Previous 14,159
0.32%
Holding current value
$590,318
Previous $612 Million
4.15%
% of portfolio
0.44%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio