Abacus Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History
Abacus Wealth Partners, LLC
- $670 Billion
- Q4 2024
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 1,322,095 shares of DFAT stock, worth $74.2 Million. This represents 10.99% of its overall portfolio holdings.
Number of Shares
1,322,095
Previous 1,189,667
11.13%
Holding current value
$74.2 Million
Previous $66.2 Billion
11.19%
% of portfolio
10.99%
Previous 9.92%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
671Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$794 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$698 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$493 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$414 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio