Abacus Planning Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Abacus Planning Group, Inc.
- $545 Million
- Q3 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 13,973 shares of DISV stock, worth $376,292. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,973Holding current value
$376,292% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$231 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.3 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$36.4 Million1.2% of portfolio