Able Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
A detailed history of Able Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Able Wealth Management LLC holds 1,119 shares of DFIC stock, worth $30,817. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,119Holding current value
$30,817% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio