Able Wealth Management LLC Dimensional ETF Tr Transaction History

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024

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 16,975 shares of DFIV stock, worth $623,152. This represents 0.49% of its overall portfolio holdings.

Number of Shares
16,975
Previous 16,866 0.65%
Holding current value
$623,152
Previous $606 Million 6.64%
% of portfolio
0.49%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
539
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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