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 574 shares of DFIS stock, worth $14,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares

574

Holding current value

$14,700

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$20.55 - $24.23 $11,795 - $13,908	574 New	574 $13.9 Million

Others Institutions Holding DFIS

# of Institutions

172

Shares Held

49M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

11.7M
Shares

$299 Million
0.4% of portfolio
Mather Group, Llc. Chicago, IL

6.52M
Shares

$167 Million
1.96% of portfolio
Ci Private Wealth, LLC Miami, FL

4.08M
Shares

$105 Million
0.16% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.6M
Shares

$66.7 Million
3.04% of portfolio
Savant Capital, LLC

2.18M
Shares

$55.9 Million
0.63% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Able Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History