Abacus Wealth Partners, LLC DFAT Holdings History
Abacus Wealth Partners, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 1.47 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $79.44 Mil. This investment constitutes 12.12% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 0.74% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q1. And since then Abacus Wealth Partners, LLC has made 2 purchases of DFAT, at an average price of $47.56, for a total of 1.66 Mil shares. In addition, there have been 7 sales at an average price of $49.27 for 185,327.00 shares. Based on historical transaction data and DFAT's current price of $55.12, Abacus Wealth Partners, LLC's estimated gain on his DFAT holdings is $11.45 Mil, reflecting a 14.53% gain to date.
Abacus Wealth Partners, LLC DFAT ($55.12) Holding Chart
Abacus Wealth Partners, LLC DFAT ($55.12) 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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