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 35,870 shares of DFIV stock, worth $1.35 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
35,870Holding current value
$1.35 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$628 Million1.52% of portfolio
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Envestnet Asset Management Inc14.7MShares$551 Million0.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
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Savant Capital, LLC7.26MShares$273 Million2.57% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$252 Million0.04% of portfolio