Abacus Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationsanta monica, CA
- Num holdings
91
- Value ($000)
$664,959
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001978011
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSR MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | $158.34M | 24 % | 15,615,489 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $107.76M | 16 % | 2,092,387 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $67.98M | 10 % | 1,320,249 | ||
NUSC NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | $48.67M | 7 % | 1,269,428 | ||
TIDAL ETF TR | ADASINA SOCIAL | 886364876 | $44.78M | 7 % | 2,474,826 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $34.81M | 5 % | 972,205 | ||
NUEM NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | $33.13M | 5 % | 1,132,816 | ||
NUMV NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 | $31.85M | 5 % | 931,027 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $31.02M | 5 % | 1,065,344 | ||
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $18.49M | 3 % | 529,885 |
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