Abacus Wealth Partners, LLC DFSE Holdings History
Abacus Wealth Partners, LLC's Dimensional Emerging Markets Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 336,694.00 shares of Dimensional Emerging Markets Sustainability Core 1 ETF(DFSE), totaling $12.81 Mil. This investment constitutes 1.96% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 3.06% of the outstanding Dimensional Emerging Markets Sustainability Core 1 ETF(DFSE) stock.
The initial trade took place in 2023Q1. And since then Abacus Wealth Partners, LLC has made 8 purchases of DFSE, at an average price of $30.72, for a total of 525,544.00 shares. In addition, there have been 1 sales at an average price of $35.03 for 188,850.00 shares. Based on historical transaction data and DFSE's current price of $38.13, Abacus Wealth Partners, LLC's estimated gain on his DFSE holdings is $3.31 Mil, reflecting a 20.48% gain to date.
Abacus Wealth Partners, LLC DFSE ($38.13) Holding Chart
Abacus Wealth Partners, LLC DFSE ($38.13) 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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