Abacus Planning Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Abacus Planning Group, Inc.
- $552 Million
- Q1 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 14,042 shares of DISV stock, worth $466,194. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,042
Previous 14,032
0.07%
Holding current value
$466,194
Previous $372,000
11.29%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
344Shares Held
69.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio