Abacus Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Abacus Wealth Partners’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.49M	Sell	42,600 -122	-0.3%	-$9.65K	0.37%	22
2026 Q1	$3.03M	Buy	42,722 +14,981	+54%	+$1.11M	0.28%	27
2025 Q4	$2.06M	Sell	27,741 -134	-0.5%	-$9.85K	0.2%	42
2025 Q3	$2.02M	Hold	27,875	–	–	0.29%	19
2025 Q2	$1.87M	Sell	27,875 -95	-0.3%	-$5.88K	0.29%	19
2025 Q1	$1.69M	Hold	27,970	–	–	0.25%	23
2024 Q4	$1.78M	Hold	27,970	–	–	0.27%	19
2024 Q3	$1.74M	Hold	27,970	–	–	0.26%	21
2024 Q2	$1.65M	Buy	27,970 +2,728	+11%	+$155K	0.27%	22
2024 Q1	$1.44M	Sell	25,242 -90	-0.4%	-$4.87K	0.24%	25
2023 Q4	$1.31M	Sell	25,332 -257	-1%	-$12.4K	0.22%	24
2023 Q3	$1.19M	Sell	25,589 -82	-0.3%	-$3.97K	0.37%	20
2023 Q2	$1.24M	Sell	25,671 -1,267	-5%	-$57.6K	0.37%	19
2023 Q1	$1.2M	Buy	26,938 +161	+0.6%	+$6.99K	0.4%	20
2022 Q4	$1.11M	Hold	26,777	–	–	0.4%	22
2022 Q3	$1.04M	Hold	26,777	–	–	0.55%	18
2022 Q2	$1.09M	Hold	26,777	–	–	0.57%	15
2022 Q1	$1.31M	Sell	26,777 -83,211	-76%	-$4.02M	0.58%	18
2021 Q4	$5.69M	Sell	109,988 -7,778	-7%	-$391K	2.01%	8
2021 Q3	$5.55M	Buy	117,766 +1	+0%	+$48	2.05%	9
2021 Q2	$5.55M	Buy	+117,765	New	+$5.49M	2.17%	8

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Abacus Wealth Partners reduced its Dimensional US Equity ETF (DFUS) stake by 0.29% in Q2 2026, selling an estimated $9.65K and leaving 42,600 shares worth $3.49M. The position accounts for 0.37% of the portfolio, ranked #22.

Abacus Wealth Partners first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.69M in Q4 2021. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Abacus Wealth Partners held 42,600 shares of Dimensional US Equity ETF worth $3.49M as of Q2 2026.
Abacus Wealth Partners sold 122 Dimensional US Equity ETF shares in Q2 2026, an estimated $9.65K.
Dimensional US Equity ETF made up 0.37% of Abacus Wealth Partners's portfolio in Q2 2026, its #22 holding.
Abacus Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
Abacus Wealth Partners's Dimensional US Equity ETF position peaked at $5.69M in Q4 2021.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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