Number of Shares
90,651.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
1.95%
Total Estimate Gain
$511,271.64
% of Total Estimate Gain
9.41%

Abacus Planning Group, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-06-30, Abacus Planning Group, Inc. held 90,651.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $5.78 Mil. This investment constitutes 1.95% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2025Q2. And since then Abacus Planning Group, Inc. has made 1 purchases of DFAS, at an average price of $59.95, for a total of 90,651.00 shares. Based on historical transaction data and DFAS's current price of $65.59, Abacus Planning Group, Inc.'s estimated gain on his DFAS holdings is $511,271.64, reflecting a 9.41% gain to date.

Abacus Planning Group, Inc. DFAS ($65.59) Holding Chart

Abacus Planning Group, Inc. DFAS ($65.59) 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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