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 9,513 shares of DIHP stock, worth $256,280. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,513
Previous 9,513
-0.0%
Holding current value
$256,280
Previous $264 Million
8.92%
% of portfolio
0.18%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
129MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$601 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$174 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$168 Million3.11% of portfolio