Abacus Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History
Abacus Wealth Partners, LLC
- $665 Billion
- Q1 2025
A detailed history of Abacus Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Abacus Wealth Partners, LLC holds 1,320,249 shares of DFAT stock, worth $69.4 Million. This represents 10.22% of its overall portfolio holdings.
Number of Shares
1,320,249
Previous 1,322,095
0.14%
Holding current value
$69.4 Million
Previous $73.6 Billion
7.62%
% of portfolio
10.22%
Previous 10.99%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio