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 111 shares of DISV stock, worth $3,193. This represents 0.0% of its overall portfolio holdings.

Number of Shares

111

Holding current value

$3,193

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$22.43 - $25.87 $2,489 - $2,871	111 New	111 $2.86 Million

Others Institutions Holding DISV

# of Institutions

264

Shares Held

56.5M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.39M
Shares

$241 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.02M
Shares

$173 Million
3.34% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$90.6 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.56M
Shares

$44.8 Million
1.19% of portfolio
Ritholtz Wealth Management

1.31M
Shares

$37.5 Million
1.17% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Account

Able Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History