Able Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Able Wealth Management LLC holds 5,487 shares of DFCF stock, worth $227,929. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,487
Previous 5,487
-0.0%
Holding current value
$227,929
Previous $228 Million
3.97%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
339Shares Held
91.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio