§ 13F · FUND PROFILE
Abacus Wealth Partners, LLC.
AUM · $952M (13F)Positions · 322Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | 2.88M | $150M | 15.8% | +10% |
| 2 | VGSR | Vert Global Sustainable Real Estate ETF | 11.06M | $126M | 13.2% | −13% |
| 3 | NUSC | Nuveen ESG Small-Cap ETF | 1.55M | $81M | 8.5% | +8% |
| 4 | DFAT | Dimensional U S Targeted Value ETF | 1.02M | $72M | 7.5% | −25% |
| 5 | JSTC | Adasina Social Justice All Cap Global ETF | 2.94M | $67M | 7.1% | +2% |
| 6 | DFSU | Dimensional US Sustainability Core 1 ETF | 1.30M | $61M | 6.4% | +1% |
| 7 | NUMV | Nuveen ESG Mid-Cap Value ETF | 1.09M | $47M | 5.0% | +7% |
| 8 | DFSI | Dimensional Intl Sustainability Core 1 ETF | 605K | $27M | 2.9% | +3% |
| 9 | NUEM | Nuveen ESG Emerging Markets Equity ETF | 624K | $26M | 2.8% | +3% |
| 10 | AAPL | Apple Inc | 61K | $18M | 1.8% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABACUS SIGNAL
AC read
Abacus Wealth Partners, LLC is a Other fund managing $952 million in assets. The fund runs a broad portfolio of 322 positions.
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