Abacus Planning Group, Inc. DFAU Holdings History
Number of Shares
2.71 Mil
Current Holdings Value*
$114.78 Mil
% of Portfolio
38.79%
Total Estimate Gain
$10.68 Mil
% of Total Estimate Gain
10.05%
Abacus Planning Group, Inc.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Abacus Planning Group, Inc. held 2.71 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $114.78 Mil. This investment constitutes 38.79% of their stock portfolio, and Abacus Planning Group, Inc. now holds 1.34% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2025Q2. And since then Abacus Planning Group, Inc. has made 1 purchases of DFAU, at an average price of $39.19, for a total of 2.71 Mil shares. Based on historical transaction data and DFAU's current price of $43.13, Abacus Planning Group, Inc.'s estimated gain on his DFAU holdings is $10.68 Mil, reflecting a 10.05% gain to date.
Abacus Planning Group, Inc. DFAU ($43.13) Holding Chart
Abacus Planning Group, Inc. DFAU ($43.13) 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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