Abacus Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Abacus Wealth Partners, LLC

  • $667 Billion
  • Q3 2024

A detailed history of Abacus Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Abacus Wealth Partners, LLC holds 857,553 shares of DISV stock, worth $23 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
857,553
Previous 786,262 9.07%
Holding current value
$23 Million
Previous $21.2 Billion 17.8%
% of portfolio
3.74%
Previous 3.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
BUY
$26.06 - $29.18 $1.86 Million - $2.08 Million
71,291 Added 9.07%
857,553 $24.9 Billion
Q2 2024

Jul 11, 2024
BUY
$26.23 - $28.56 $1.92 Million - $2.09 Million
73,043 Added 10.24%
786,262 $21.2 Billion
Q1 2024

Apr 10, 2024
BUY
$24.73 - $27.24 $1.63 Million - $1.8 Million
65,907 Added 10.18%
713,219 $19.4 Billion
Q4 2023

Feb 07, 2024
BUY
$22.43 - $25.87 $7.71 Million - $8.89 Million
343,560 Added 113.11%
647,312 $16.7 Billion
Q3 2023

Nov 13, 2023
BUY
$23.27 - $25.13 $824,176 - $890,054
35,418 Added 13.2%
303,752 $7.22 Billion
Q2 2023

Jul 25, 2023
BUY
$23.01 - $24.6 $2.95 Million - $3.15 Million
128,057 Added 91.29%
268,334 $6.35 Billion
Q1 2023

May 19, 2023
BUY
$22.4 - $24.75 $3.14 Million - $3.47 Million
140,277 New
140,277 $3.44 Billion
Q4 2022

May 31, 2023
SELL
$18.45 - $22.54 $1.38 Million - $1.69 Million
-74,919 Reduced 53.41%
65,358 $1.45 Billion
Q3 2022

May 31, 2023
BUY
$18.36 - $22.57 $89,229 - $109,690
4,860 Added 37.88%
17,691 $328 Million
Q2 2022

May 31, 2023
SELL
$21.05 - $25.01 $2.68 Million - $3.19 Million
-127,446 Reduced 90.85%
12,831 $270 Million

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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