AWP
Abacus Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5M | Buy |
1,234,428
+262,223
| +27% | +$10.3M | 7.39% | 6 |
|
|
2025
Q1 | $34.8M | Buy |
972,205
+1,314
| +0.1% | +$47.1K | 5.24% | 6 |
|
|
2024
Q4 | $36.8M | Sell |
970,891
-3,493
| -0.4% | -$132K | 5.49% | 6 |
|
|
2024
Q3 | $36.2M | Buy |
974,384
+58,139
| +6% | +$2.16M | 5.43% | 6 |
|
|
2024
Q2 | $31.9M | Buy |
916,245
+18,474
| +2% | +$644K | 5.29% | 6 |
|
|
2024
Q1 | $30.9M | Buy |
897,771
+12,813
| +1% | +$441K | 5.18% | 6 |
|
|
2023
Q4 | $27.5M | Buy |
884,958
+54,784
| +7% | +$1.71M | 4.65% | 6 |
|
|
2023
Q3 | $23M | Buy |
830,174
+54,059
| +7% | +$1.5M | 7.13% | 7 |
|
|
2023
Q2 | $22.3M | Buy |
776,115
+85,210
| +12% | +$2.45M | 6.71% | 7 |
|
|
2023
Q1 | $18.3M | Buy |
690,905
+34,945
| +5% | +$926K | 6.06% | 7 |
|
|
2022
Q4 | $16.4M | Buy |
+655,960
| New | +$16.4M | 5.82% | 7 |
|