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 $261,797. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,513
Previous 9,513
-0.0%
Holding current value
$261,797
Previous $264 Million
8.92%
% of portfolio
0.18%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$658 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$614 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$426 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$174 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$171 Million3.11% of portfolio