Able Wealth Management LLC Dimensional ETF Tr Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
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 16,975 shares of DFIV stock, worth $623,152. This represents 0.49% of its overall portfolio holdings.
Number of Shares
16,975
Previous 16,866
0.65%
Holding current value
$623,152
Previous $606 Million
6.64%
% of portfolio
0.49%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio