Abacus Planning Group, Inc. Dimensional ETF Tr Transaction History
Abacus Planning Group, Inc.
- $602 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
513Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$243 Million1.87% of portfolio
-
Rvw Wealth, LLC4.33MShares$187 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$179 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$152 Million1.87% of portfolio