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 $3,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares

153

Holding current value

$3,947

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$21.44 - $24.42 $3,280 - $3,736	153 New	153 $3.73 Million

Others Institutions Holding DFAX

# of Institutions

481

Shares Held

214M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.5M
Shares

$298 Million
3.33% of portfolio
Envestnet Asset Management Inc

11M
Shares

$283 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

7.42M
Shares

$191 Million
0.1% of portfolio
Geometric Wealth Advisors

6.44M
Shares

$166 Million
39.35% of portfolio
Commonwealth Equity Services, LLC

5.73M
Shares

$148 Million
0.24% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAX

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Able Wealth Management LLC Dimensional ETF Tr Transaction History