Ownership history in Abacus Wealth Partners, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Abacus Wealth Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,366,881 | -74,787 | -5.2% | 7.98% | $81.4M | $59.54 |
| 2025 Q3 | REDUCED | 1,441,668 | -30,523 | -2.1% | 12.07% | $83.9M | $57.98 |
| 2025 Q2 | ADDED | 1,472,191 | +151,942 | +11.5% | 12.12% | $79.4M | $53.49 |
| 2025 Q1 | REDUCED | 1,320,249 | -1,846 | -0.1% | 10.22% | $68.0M | $50.81 |
| 2024 Q4 | ADDED | 1,322,095 | +132,428 | +11.1% | 10.99% | $73.6M | $54.76 |
| 2024 Q3 | REDUCED | 1,189,667 | -22,260 | -1.8% | 9.92% | $66.2M | $54.53 |
| 2024 Q2 | REDUCED | 1,211,927 | -13,309 | -1.1% | 10.42% | $62.9M | $50.66 |
| 2024 Q1 | REDUCED | 1,225,236 | -34,437 | -2.7% | 11.19% | $66.7M | $52.94 |
| 2023 Q4 | REDUCED | 1,259,673 | -25,870 | -2.0% | 11.13% | $65.9M | $50.80 |
| 2023 Q3 | REDUCED | 1,285,543 | -83,662 | -6.1% | 18.19% | $58.7M | $44.18 |
As of 2025 Q4 — sorted by position size