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 $417,452. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,032
Previous 13,973
0.42%
Holding current value
$417,452
Previous $406,000
8.37%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$264 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.4 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.3 Million1.12% of portfolio