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 $284,005. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,870
Previous 5,487
25.21%
Holding current value
$284,005
Previous $237 Million
19.64%
% of portfolio
0.19%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
390Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$142 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio