Abacus Planning Group, Inc. Dimensional ETF Tr Dimensional Transaction History

Abacus Planning Group, Inc.

$667 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$29.36 - $35.56 $14.7 Million - $17.8 Million	500,876 New	500,876 $17.8 Million

Others Institutions Holding DUHP

# of Institutions

468

Shares Held

248M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.51 Billion
2.95% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.38 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$308 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.54M
Shares

$285 Million
4.43% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$266 Million
15.92% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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