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 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 $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

MWM

Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return

Abacus Wealth Partners's DFSB Position: Q1 2026 in Review

Abacus Wealth Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 7.4% in Q1 2026, buying an estimated $9.34M and bringing the position to 2,610,181 shares worth $135M. The position accounts for 12.33% of the portfolio, ranked #1.

Abacus Wealth Partners first reported a position in DFSB in Q4 2022 and has held it in 14 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Abacus Wealth Partners held 2,610,181 shares of Dimensional Global Sustainability Fixed Income ETF worth $135M as of Q1 2026.
Abacus Wealth Partners bought 179,261 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $9.34M.
Dimensional Global Sustainability Fixed Income ETF made up 12.33% of Abacus Wealth Partners's portfolio in Q1 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 14 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.