Abacus Planning Group, Inc. DFAW Holdings History
Abacus Planning Group, Inc.'s Dimensional World Equity ETF Holding Summary
As of 2025-03-31, Abacus Planning Group, Inc. held 214,416.00 shares of Dimensional World Equity ETF(DFAW), totaling $13.14 Mil. This investment constitutes 2.3% of their stock portfolio, and Abacus Planning Group, Inc. now holds 2.08% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2024Q1. And since then Abacus Planning Group, Inc. has made 5 purchases of DFAW, at an average price of $57.21, for a total of 214,416.00 shares. Based on historical transaction data and DFAW's current price of $67.63, Abacus Planning Group, Inc.'s estimated gain on his DFAW holdings is $2.23 Mil, reflecting a 18.21% gain to date.
Abacus Planning Group, Inc. DFAW ($67.63) Holding Chart
Abacus Planning Group, Inc. DFAW ($67.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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