AWP
DFSU

Abacus Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Abacus Wealth Partners’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.7M Buy
1,281,712
+38,512
+3% +$1.66M 4.81% 7
2025
Q4 		$54M Buy
1,243,200
+214
+0% +$9.19K 5.3% 6
2025
Q3 		$52.8M Buy
1,242,986
+8,558
+0.7% +$350K 7.59% 5
2025
Q2 		$48.5M Buy
1,234,428
+262,223
+27% +$9.56M 7.4% 6
2025
Q1 		$34.8M Buy
972,205
+1,314
+0.1% +$49.9K 5.24% 6
2024
Q4 		$36.8M Sell
970,891
-3,493
-0.4% -$134K 5.49% 6
2024
Q3 		$36.2M Buy
974,384
+58,139
+6% +$2.08M 5.43% 6
2024
Q2 		$31.9M Buy
916,245
+18,474
+2% +$626K 5.29% 6
2024
Q1 		$30.9M Buy
897,771
+12,813
+1% +$416K 5.18% 6
2023
Q4 		$27.5M Buy
884,958
+54,784
+7% +$1.58M 4.65% 6
2023
Q3 		$23M Buy
830,174
+54,059
+7% +$1.56M 7.13% 7
2023
Q2 		$22.3M Buy
776,115
+85,210
+12% +$2.31M 6.71% 7
2023
Q1 		$18.3M Buy
690,905
+34,945
+5% +$918K 6.06% 7
2022
Q4 		$16.4M Buy
+655,960
New +$16.7M 5.82% 7

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return