Abacus Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Abacus Wealth Partners, LLC
- $603 Billion
- Q2 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 786,262 shares of DISV stock, worth $22.1 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
786,262
Previous 713,219
10.24%
Holding current value
$22.1 Million
Previous $19.4 Billion
9.09%
% of portfolio
3.51%
Previous 3.25%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio