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 (DFSB). 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 | ADDED | 2,430,920 | +177,273 | +7.9% | 12.35% | $125.9M | $51.80 |
| 2025 Q3 | ADDED | 2,253,647 | +154,801 | +7.4% | 17.27% | $120.1M | $51.57 |
| 2025 Q2 | ADDED | 2,098,846 | +6,459 | +0.3% | 16.79% | $110.0M | $50.76 |
| 2025 Q1 | ADDED | 2,092,387 | +13,020 | +0.6% | 16.21% | $107.8M | $49.86 |
| 2024 Q4 | ADDED | 2,079,367 | +147,541 | +7.6% | 15.82% | $105.9M | $49.23 |
| 2024 Q3 | ADDED | 1,931,826 | +74,643 | +4.0% | 15.40% | $102.7M | $50.15 |
| 2024 Q2 | ADDED | 1,857,183 | +61,860 | +3.4% | 15.73% | $94.9M | $47.92 |
| 2024 Q1 | REDUCED | 1,795,323 | -542,126 | -23.2% | 15.59% | $93.0M | $48.16 |
| 2023 Q4 | ADDED | 2,337,449 | +1,533,107 | +190.6% | 20.48% | $121.3M | $48.05 |
| 2023 Q3 | ADDED | 804,342 | +130,636 | +19.4% | 12.42% | $40.1M | $44.54 |
As of 2025 Q4 — sorted by position size