Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimen Emrgn Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding DFSE
# of Institutions
131Shares Held
6.75MCall Options Held
0Put Options Held
0-
Awm Capital, LLC852KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA584KShares$00.0% of portfolio
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Abacus Wealth Partners, LLC Santa Monica, CA521KShares$02.58% of portfolio
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Forum Financial Management, LP Lombard, IL389KShares$00.0% of portfolio
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Five Oceans Advisors332KShares$00.0% of portfolio