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Abacus Wealth Partners, LLC

Portfolio Manager
Abacus Wealth Partners, LLC
Performance
-0.99% (2026 Q1)
AUM (13F)
$1.10B
# of Holdings
504
Performance Rank
Allocation (Top 20)
71.31%

Abacus Wealth Partners, LLC Holdings Map

Top 50 Abacus Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFSB
DFA Dimensional Glbl Sustainability Fx Inc ETF
12.33%2.61M$135.1M
+7.37%(+179.26K)
2025-Q1: 2.09M shares2025-Q2: 2.10M shares2025-Q3: 2.25M shares2025-Q4: 2.43M shares2026-Q1: 2.61M shares
$9422.87(-99.45%)
2026-03-31
VGSR
Vert Global Sustainable Real Estate ETF
11.94%12.66M$130.7M
+1.98%(+246.03K)
2025-Q1: 15.62M shares2025-Q2: 12.41M shares2025-Q3: 12.24M shares2025-Q4: 12.41M shares2026-Q1: 12.66M shares
$10.01(+12.29%)
2026-03-31
DFAT
Dimensional U S Targeted Value ETF
7.74%1.36M$84.8M
-0.71%(-9.76K)
2025-Q1: 1.32M shares2025-Q2: 1.47M shares2025-Q3: 1.44M shares2025-Q4: 1.37M shares2026-Q1: 1.36M shares
$34335.71(-99.81%)
2026-03-31
FIGR
Figure Technology Soluti Class A
5.96%1.92M$65.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.92M shares
$37.40(+8.33%)
2026-03-31
NUSC
Nuveen ESG Small-Cap ETF
5.9%1.43M$64.6M
+2.04%(+28.65K)
2025-Q1: 1.27M shares2025-Q2: 1.29M shares2025-Q3: 1.35M shares2025-Q4: 1.41M shares2026-Q1: 1.43M shares
$37.22(+30.50%)
2026-03-31
JSTC
Adasina Social Justice All Cap Global ETF
5.13%2.89M$56.2M
+2.89%(+81.13K)
2025-Q1: 2.47M shares2025-Q2: 2.45M shares2025-Q3: 2.57M shares2025-Q4: 2.80M shares2026-Q1: 2.89M shares
$4229.28(-99.49%)
2026-03-31
DFSU
Dimensional US Sustainability Core 1 ETF
4.81%1.28M$52.7M
+3.10%(+38.51K)
2025-Q1: 972.2K shares2025-Q2: 1.23M shares2025-Q3: 1.24M shares2025-Q4: 1.24M shares2026-Q1: 1.28M shares
$12729.20(-99.64%)
2026-03-31
NUMV
Nuveen ESG Mid-Cap Value ETF
3.58%1.01M$39.2M
+2.46%(+24.32K)
2025-Q1: 931.0K shares2025-Q2: 902.3K shares2025-Q3: 942.4K shares2025-Q4: 988.4K shares2026-Q1: 1.01M shares
$31.59(+31.46%)
2026-03-31
DFSI
Dimensional Intl Sustainability Core 1 ETF
2.27%586.1K$24.9M
+0.60%(+3.48K)
2025-Q1: 529.9K shares2025-Q2: 560.6K shares2025-Q3: 588.8K shares2025-Q4: 582.6K shares2026-Q1: 586.1K shares
$14861.27(-99.70%)
2026-03-31
NUEM
Nuveen ESG Emerging Markets Equity ETF
2.04%607.9K$22.3M
+0.21%(+1.26K)
2025-Q1: 1.13M shares2025-Q2: 584.7K shares2025-Q3: 580.4K shares2025-Q4: 606.6K shares2026-Q1: 607.9K shares
$29.72(+40.45%)
2026-03-31

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