Abacus Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Abacus Wealth Partners, LLC

  • $655 Billion
  • Q2 2025
Number of Shares
24,037
Previous 29,855 19.49%
Holding current value
$645 Million
Previous $784 Million 17.74%
% of portfolio
0.1%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
N/A
-5,818 Reduced 19.49%
24,037 $645 Million
Q1 2025

May 08, 2025
SELL
N/A
-6,617 Reduced 18.14%
29,855 $784 Million
Q4 2024

Jan 16, 2025
BUY
N/A
2,926 Added 8.72%
36,472 $931 Million
Q3 2024

Oct 03, 2024
BUY
N/A
2,503 Added 8.06%
33,546 $968 Million
Q2 2024

Jul 11, 2024
BUY
N/A
12,258 Added 65.25%
31,043 $776 Million
Q1 2024

Apr 10, 2024
SELL
N/A
-3,679 Reduced 16.38%
18,785 $480 Million
Q4 2023

Feb 07, 2024
BUY
N/A
8,770 Added 64.04%
22,464 $584 Million
Q3 2023

Nov 13, 2023
BUY
N/A
13,694 New
13,694 $307 Million
Q4 2022

May 31, 2023
BUY
N/A
190,207 New
190,207 $4.64 Billion
Track This Portfolio

Track Abacus Wealth Partners, LLC Portfolio

Follow Abacus Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abacus Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Abacus Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email