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Abacus Wealth Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Abacus Wealth Partners’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150M Buy
2,882,992
+272,811
+10% +$14.2M 15.79% 1
2026
Q1 		$135M Buy
2,610,181
+179,261
+7% +$9.34M 12.33% 1
2025
Q4 		$126M Buy
2,430,920
+177,273
+8% +$9.35M 12.35% 2
2025
Q3 		$120M Buy
2,253,647
+154,801
+7% +$8.15M 17.27% 2
2025
Q2 		$110M Buy
2,098,846
+6,459
+0.3% +$333K 16.79% 2
2025
Q1 		$108M Buy
2,092,387
+13,020
+0.6% +$667K 16.21% 2
2024
Q4 		$106M Buy
2,079,367
+147,541
+8% +$7.69M 15.82% 2
2024
Q3 		$103M Buy
1,931,826
+74,643
+4% +$3.9M 15.4% 2
2024
Q2 		$94.9M Buy
1,857,183
+61,860
+3% +$3.16M 15.73% 2
2024
Q1 		$93M Sell
1,795,323
-542,126
-23% -$27.9M 15.59% 2
2023
Q4 		$121M Buy
2,337,449
+1,533,107
+191% +$77M 20.48% 2
2023
Q3 		$40.1M Buy
804,342
+130,636
+19% +$6.64M 12.42% 2
2023
Q2 		$34.5M Buy
673,706
+31,327
+5% +$1.61M 10.38% 3
2023
Q1 		$33.4M Buy
642,379
+6,106
+1% +$314K 11.04% 3
2022
Q4 		$31.9M Buy
+636,273
New +$32.5M 11.34% 2

Other funds holding DFSB

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return

Abacus Wealth Partners's DFSB Position: Q2 2026 in Review

Abacus Wealth Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 10% in Q2 2026, buying an estimated $14.2M and bringing the position to 2,882,992 shares worth $150M. The position accounts for 15.79% of the portfolio, ranked #1.

Abacus Wealth Partners first reported a position in DFSB in Q4 2022 and has held it in 15 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Abacus Wealth Partners held 2,882,992 shares of Dimensional Global Sustainability Fixed Income ETF worth $150M as of Q2 2026.
  • Abacus Wealth Partners bought 272,811 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $14.2M.
  • Dimensional Global Sustainability Fixed Income ETF made up 15.79% of Abacus Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Abacus Wealth Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.