Able Wealth Management LLC Dimensional ETF Tr Transaction History

Able Wealth Management LLC

$169 Billion
Q1 2025

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 17,500 shares of DFIV stock, worth $739,900. This represents 0.41% of its overall portfolio holdings.

Number of Shares

17,500

Previous 16,865 3.77%

Holding current value

$739,900

Previous $598 Million 15.11%

% of portfolio

0.41%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$35.33 - $40.77 $22,434 - $25,888	635 Added 3.77%	17,500 $689 Million
Q4 2024 Feb 03, 2025	SELL	$34.86 - $37.97 $3,834 - $4,176	-110 Reduced 0.65%	16,865 $598 Million
Q3 2024 Nov 01, 2024	BUY	$34.66 - $38.38 $3,777 - $4,183	109 Added 0.65%	16,975 $646 Million
Q2 2024 Nov 01, 2024	SELL	$35.5 - $38.02 $340,445 - $364,611	-9,590 Reduced 36.25%	16,866 $606 Million
Q1 2024 Nov 01, 2024	SELL	$33.15 - $36.75 $312,074 - $345,964	-9,414 Reduced 26.24%	26,456 $972 Million
Q4 2023 Feb 20, 2024	BUY	$30.86 - $34.46 $1.11 Million - $1.24 Million	35,870 New	35,870 $1.23 Billion

Others Institutions Holding DFIV

# of Institutions

688

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Able Wealth Management LLC Dimensional ETF Tr Transaction History