Abacus Wealth Partners, LLC DFSD Holdings History
Number of Shares
26,115.00
Current Holdings Value*
$1.25 Mil
% of Portfolio
0.19%
Total Estimate Gain
$8,095.65
% of Total Estimate Gain
0.65%
Abacus Wealth Partners, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 26,115.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $1.25 Mil. This investment constitutes 0.19% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 0.03% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2025Q2. And since then Abacus Wealth Partners, LLC has made 1 purchases of DFSD, at an average price of $47.62, for a total of 26,115.00 shares. Based on historical transaction data and DFSD's current price of $47.93, Abacus Wealth Partners, LLC's estimated gain on his DFSD holdings is $8,095.65, reflecting a 0.65% gain to date.
Abacus Wealth Partners, LLC DFSD ($47.93) Holding Chart
Abacus Wealth Partners, LLC DFSD ($47.93) 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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