Able Wealth Management LLC Dimensional ETF Tr Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
A detailed history of Able Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 153 shares of DFAX stock, worth $3,990. This represents 0.0% of its overall portfolio holdings.
Number of Shares
153Holding current value
$3,990% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
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Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
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Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
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Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio