Abacus Wealth Partners, LLC: 13F holdings

CIK 19780112026Q2

Positions321
Reported value$951.6m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
DFA Dimensional Glbl Sustainability Fx Inc ETF2,882,992$150.2m15.8%
Vert Global Sustainable Real Estate ETF11,063,945$126.0m13.2%
Nuveen ESG Small-Cap ETF1,546,982$80.6m8.5%
Dimensional U S Targeted Value ETF1,024,195$71.6m7.5%
Adasina Social Justice All Cap Global ETF2,943,646$67.4m7.1%
Dimensional US Sustainability Core 1 ETF1,300,763$60.6m6.4%
Nuveen ESG Mid-Cap Value ETF1,086,988$47.3m5.0%
Dimensional Intl Sustainability Core 1 ETF605,285$27.3m2.9%
Nuveen ESG Emerging Markets Equity ETF624,064$26.5m2.8%
AAPL Apple Inc60,763$17.6m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1978011")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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