Abacus Wealth Partners, LLC DFSB Holdings History
Abacus Wealth Partners, LLC's Dimensional Global Sustainability Fixed Income ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 2.10 Mil shares of Dimensional Global Sustainability Fixed Income ETF(DFSB), totaling $110.04 Mil. This investment constitutes 16.79% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 22.81% of the outstanding Dimensional Global Sustainability Fixed Income ETF(DFSB) stock.
The initial trade took place in 2023Q1. And since then Abacus Wealth Partners, LLC has made 8 purchases of DFSB, at an average price of $50.72, for a total of 2.64 Mil shares. In addition, there have been 1 sales at an average price of $51.46 for 542,126.00 shares. Based on historical transaction data and DFSB's current price of $52.05, Abacus Wealth Partners, LLC's estimated gain on his DFSB holdings is $3.19 Mil, reflecting a 2.38% gain to date.
Abacus Wealth Partners, LLC DFSB ($52.05) Holding Chart
Abacus Wealth Partners, LLC DFSB ($52.05) 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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