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 $618,399. This represents 0.49% of its overall portfolio holdings.
Number of Shares
16,975
Previous 16,866
0.65%
Holding current value
$618,399
Previous $606 Million
6.64%
% of portfolio
0.49%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$706 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$690 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio