Abacus Wealth Partners, LLC
505 holdingsFiling period: 2026-03-31Current AUM: $1.19Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | 2.61M | $135.1M | $132.5M | 11.11% | +179.3K | 2026-03-31 |
| 2 | VGSR | Vert Global Sustainable Real Estate ETF | 12.66M | $130.7M | $147.4M | 12.36% | +246.0K | 2026-03-31 |
| 3 | DFAT | Dimensional U S Targeted Value ETF | 1.36M | $84.8M | $96.0M | 8.05% | -9,762 | 2026-03-31 |
| 4 | FIGR | Figure Technology Soluti Class A | 1.92M | $65.2M | $47.9M | 4.01% | -- | 2026-03-31 |
| 5 | NUSC | Nuveen ESG Small-Cap ETF | 1.43M | $64.6M | $73.0M | 6.12% | +28.7K | 2026-03-31 |
| 6 | JSTC | Adasina Social Justice All Cap Global ETF | 2.89M | $56.2M | $65.1M | 5.46% | +81.1K | 2026-03-31 |
| 7 | DFSU | Dimensional US Sustainability Core 1 ETF | 1.28M | $52.7M | $60.4M | 5.07% | +38.5K | 2026-03-31 |
| 8 | NUMV | Nuveen ESG Mid-Cap Value ETF | 1.01M | $39.2M | $44.7M | 3.75% | +24.3K | 2026-03-31 |
| 9 | DFSI | Dimensional Intl Sustainability Core 1 ETF | 586.1K | $24.9M | $26.9M | 2.26% | +3.5K | 2026-03-31 |
| 10 | NUEM | Nuveen ESG Emerging Markets Equity ETF | 607.9K | $22.3M | $24.3M | 2.04% | +1.3K | 2026-03-31 |
| 11 | NVDA | Nvidia Corp | 111.3K | $19.4M | $22.3M | 1.87% | -2,165 | 2026-03-31 |
| 12 | AAPL | Apple Inc | 75.2K | $19.1M | $23.2M | 1.95% | +6.1K | 2026-03-31 |
| 13 | DFSE | Dimensional Emg Mkts Sustainability Core 1 ETF | 340.4K | $14.4M | $15.7M | 1.32% | -1,033 | 2026-03-31 |
| 14 | MSFT | Microsoft Corp | 28.3K | $10.5M | $13.2M | 1.10% | -461 | 2026-03-31 |
| 15 | DISV | Dimensional Intern Small Cap VL ETF | 260.3K | $10.3M | $11.0M | 0.92% | -18,026 | 2026-03-31 |
| 16 | TSM | Taiwan Semiconductor M F Sponsored ADR | 22.2K | $7.5M | $9.0M | 0.75% | -489 | 2026-03-31 |
| 17 | SPY | SPDR S&P 500 ETF IV | 10.3K | $6.7M | $7.7M | 0.64% | +2.2K | 2026-03-31 |
| 18 | DFUV | DFA Dimensional US Marketwide Value ETF | 135.4K | $6.6M | $7.5M | 0.63% | +10.8K | 2026-03-31 |
| 19 | DFAC | Dimensional U S Core Equity 2 ETF | 149.4K | $5.8M | $6.6M | 0.56% | -826 | 2026-03-31 |
| 20 | GOOGL | Alphabet Inc Class A | 17.7K | $5.1M | $6.3M | 0.53% | +159 | 2026-03-31 |
| 21 | JNJ | Johnson & Johnson | 20.3K | $5.0M | $5.2M | 0.44% | +629 | 2026-03-31 |
| 22 | AMZN | Amazon.Com Inc | 22.0K | $4.6M | $6.0M | 0.50% | -524 | 2026-03-31 |
| 23 | WPM | Wheaton Precious Metal F | 31.5K | $4.1M | $3.4M | 0.29% | -538 | 2026-03-31 |
| 24 | GOOG | Alphabet Inc Class C | 12.0K | $3.4M | $4.3M | 0.36% | -62 | 2026-03-31 |
| 25 | ORCL | Oracle Corp | 23.2K | $3.4M | $3.0M | 0.25% | -270 | 2026-03-31 |
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