Abacus Wealth Partners, LLC Dimensional ETF Tr Transaction History
Abacus Wealth Partners, LLC
- $667 Billion
- Q3 2024
A detailed history of Abacus Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Abacus Wealth Partners, LLC holds 8,156 shares of DFAX stock, worth $204,063. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,156
Previous 10,034
18.72%
Holding current value
$204,063
Previous $255 Million
13.64%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio