Able Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
238Shares Held
125MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$596 Million1.34% of portfolio
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Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$171 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.12MShares$165 Million3.11% of portfolio