Abacus Planning Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Abacus Planning Group, Inc.
- $552 Million
- Q4 2024
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 14,032 shares of DISV stock, worth $406,366. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,032
Previous 13,973
0.42%
Holding current value
$406,366
Previous $406,000
8.37%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.2 Million1.12% of portfolio