Abacus Planning Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Abacus Planning Group, Inc.
- $684 Million
- Q4 2025
A detailed history of Abacus Planning Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Abacus Planning Group, Inc. holds 16,348 shares of DISV stock, worth $587,220. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,348
Previous 16,284
0.39%
Holding current value
$587,220
Previous $581,000
1.03%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio