Abacus Wealth Partners, LLC DFSU Holdings History
Abacus Wealth Partners, LLC's Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 1.23 Mil shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $48.45 Mil. This investment constitutes 7.39% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 3.26% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2023Q1. And since then Abacus Wealth Partners, LLC has made 8 purchases of DFSU, at an average price of $29.34, for a total of 1.24 Mil shares. In addition, there have been 1 sales at an average price of $38.34 for 3,493.00 shares. Based on historical transaction data and DFSU's current price of $39.81, Abacus Wealth Partners, LLC's estimated gain on his DFSU holdings is $12.95 Mil, reflecting a 35.65% gain to date.
Abacus Wealth Partners, LLC DFSU ($39.81) Holding Chart
Abacus Wealth Partners, LLC DFSU ($39.81) 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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