Top 50 Abacus Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | 12.33% | 2.61M | $135.1M | +7.37%(+179.26K) | $9422.87(-99.45%) | 2026-03-31 | |
| VGSR | Vert Global Sustainable Real Estate ETF | 11.94% | 12.66M | $130.7M | +1.98%(+246.03K) | $10.01(+12.29%) | 2026-03-31 | |
| DFAT | Dimensional U S Targeted Value ETF | 7.74% | 1.36M | $84.8M | -0.71%(-9.76K) | $34335.71(-99.81%) | 2026-03-31 | |
| FIGR | Figure Technology Soluti Class A | 5.96% | 1.92M | $65.2M | new | $37.40(+8.33%) | 2026-03-31 | |
| NUSC | Nuveen ESG Small-Cap ETF | 5.9% | 1.43M | $64.6M | +2.04%(+28.65K) | $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) | $4229.28(-99.49%) | 2026-03-31 | |
| DFSU | Dimensional US Sustainability Core 1 ETF | 4.81% | 1.28M | $52.7M | +3.10%(+38.51K) | $12729.20(-99.64%) | 2026-03-31 | |
| NUMV | Nuveen ESG Mid-Cap Value ETF | 3.58% | 1.01M | $39.2M | +2.46%(+24.32K) | $31.59(+31.46%) | 2026-03-31 | |
| DFSI | Dimensional Intl Sustainability Core 1 ETF | 2.27% | 586.1K | $24.9M | +0.60%(+3.48K) | $14861.27(-99.70%) | 2026-03-31 | |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | 2.04% | 607.9K | $22.3M | +0.21%(+1.26K) | $29.72(+40.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.20% | +26.67% |
| Top 20 Holdings Unweighted | +14.87% | +51.58% |
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