Able Wealth Management »

Dimensional Etf Trust shares owned by Able Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $646k 17k 38.08
2024-06-30 $606k 17k 35.94
2024-03-31 $972k 27k 36.75
2023-12-31 $1.2M 36k 34.36

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Envestnet Asset Management
Buckingham Asset Management
Savant Capital Management
Pnc Financial Services
Jane Street
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
Plan
Modera Wealth Management
CI Private Wealth
HPM Partners
Wealth Enhancement Advisory Services

View all funds holding Dimensional Etf Trust