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 $602,952. This represents 0.49% of its overall portfolio holdings.

Number of Shares
16,975
Previous 16,866 0.65%
Holding current value
$602,952
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
559
Shares Held
193M
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
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email