Abacus Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Abacus Wealth Partners, LLC

  • $695 Billion
  • Q3 2025
Number of Shares
26,829
Previous 24,037 11.62%
Holding current value
$733 Million
Previous $645 Million 13.61%
% of portfolio
0.11%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
2,792 Added 11.62%
26,829 $733 Million
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
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