Abacus Wealth Partners, LLC DFSI Holdings History
Abacus Wealth Partners, LLC's Dimensional International Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 560,620.00 shares of Dimensional International Sustainability Core 1 ETF(DFSI), totaling $22.09 Mil. This investment constitutes 3.37% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 2.97% of the outstanding Dimensional International Sustainability Core 1 ETF(DFSI) stock.
The initial trade took place in 2023Q1. And since then Abacus Wealth Partners, LLC has made 8 purchases of DFSI, at an average price of $30.81, for a total of 562,720.00 shares. In addition, there have been 1 sales at an average price of $34.68 for 2,100.00 shares. Based on historical transaction data and DFSI's current price of $39.29, Abacus Wealth Partners, LLC's estimated gain on his DFSI holdings is $4.76 Mil, reflecting a 27.48% gain to date.
Abacus Wealth Partners, LLC DFSI ($39.29) Holding Chart
Abacus Wealth Partners, LLC DFSI ($39.29) 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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