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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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