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 $3,059. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111Holding current value
$3,059% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$231 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$171 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.9 Million1.19% of portfolio
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Ritholtz Wealth Management1.35MShares$37.3 Million1.2% of portfolio