Able Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 2024
A detailed history of Able Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Able Wealth Management LLC holds 6,870 shares of DFCF stock, worth $286,753. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,870
Previous 5,487
25.21%
Holding current value
$286,753
Previous $237 Million
19.64%
% of portfolio
0.19%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
394Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$482 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio