Number of Shares
438,020.00
Current Holdings Value*
$18.52 Mil
% of Portfolio
6.26%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
5.97%

Abacus Planning Group, Inc.'s Dimensional US Marketwide Value ETF Holding Summary

As of 2025-06-30, Abacus Planning Group, Inc. held 438,020.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $18.52 Mil. This investment constitutes 6.26% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0.16% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2025Q2. And since then Abacus Planning Group, Inc. has made 1 purchases of DFUV, at an average price of $40.18, for a total of 438,020.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Abacus Planning Group, Inc.'s estimated gain on his DFUV holdings is $1.05 Mil, reflecting a 5.97% gain to date.

Abacus Planning Group, Inc. DFUV ($42.58) Holding Chart

Abacus Planning Group, Inc. DFUV ($42.58) 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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