§ 13F · FUND PROFILE
Abacus Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $695M (13F)Positions · 102Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$83M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | 2.61M | $135M | 12.3% | +7% |
| 2 | VGSR | Vert Global Sustainable Real Estate ETF | 12.66M | $131M | 11.9% | +2% |
| 3 | DFAT | Dimensional U S Targeted Value ETF | 1.36M | $85M | 7.7% | −1% |
| 4 | FIGR | Figure Technology Soluti Class A | 1.92M | $65M | 6.0% | NEW |
| 5 | NUSC | Nuveen ESG Small-Cap ETF | 1.43M | $65M | 5.9% | +2% |
| 6 | JSTC | Adasina Social Justice All Cap Global ETF | 2.89M | $56M | 5.1% | +3% |
| 7 | DFSU | Dimensional US Sustainability Core 1 ETF | 1.28M | $53M | 4.8% | +3% |
| 8 | NUMV | Nuveen ESG Mid-Cap Value ETF | 1.01M | $39M | 3.6% | +2% |
| 9 | DFSI | Dimensional Intl Sustainability Core 1 ETF | 586K | $25M | 2.3% | +1% |
| 10 | NUEM | Nuveen ESG Emerging Markets Equity ETF | 608K | $22M | 2.0% | ±0% |
§ 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 $695 million in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed