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 (DFSI). 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 | 582,626 | -6,184 | -1.1% | 2.45% | $25.0M | $42.85 |
| 2025 Q3 | ADDED | 588,810 | +28,190 | +5.0% | 3.47% | $24.1M | $40.74 |
| 2025 Q2 | ADDED | 560,620 | +30,735 | +5.8% | 3.37% | $22.1M | $39.07 |
| 2025 Q1 | REDUCED | 529,885 | -2,100 | -0.4% | 2.78% | $18.5M | $34.14 |
| 2024 Q4 | ADDED | 531,985 | +34,503 | +6.9% | 2.61% | $17.5M | $32.06 |
| 2024 Q3 | ADDED | 497,482 | +36,283 | +7.9% | 2.67% | $17.8M | $34.67 |
| 2024 Q2 | ADDED | 461,199 | +26,307 | +6.0% | 2.52% | $15.2M | $31.86 |
| 2024 Q1 | ADDED | 434,892 | +9,720 | +2.3% | 2.46% | $14.6M | $32.14 |
| 2023 Q4 | ADDED | 425,172 | +34,443 | +8.8% | 2.30% | $13.6M | $30.54 |
| 2023 Q3 | ADDED | 390,729 | +32,926 | +9.2% | 3.47% | $11.2M | $27.24 |
As of 2025 Q4 — sorted by position size