Abacus Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    santa monica, CA
  • Num holdings

    102

  • Value ($000)

    $695,256

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001978011
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VGSR
VGSR

MANAGER DIRECTED PORTFOLIOS

VERT GLB SUST RE
$130.36 M
19 %

12,240,750

DFSB
DFSB

DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA
$120.05 M
17 %

2,253,647

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$83.92 M
12 %

1,441,668

NUSC
NUSC

NUSHARES ETF TR

NUVEEN ESG SMLCP
$59.36 M
9 %

1,345,941

DFSU
DFSU

DIMENSIONAL ETF TRUST

US SUSTAINABILTY
$52.79 M
8 %

1,242,986

---

TIDAL TRUST I

ADASINA SOCIAL
$52.31 M
8 %

2,573,231

NUMV
NUMV

NUSHARES ETF TR

NUVEEN ESG MIDVL
$36.46 M
5 %

942,418

DFSI
DFSI

DIMENSIONAL ETF TRUST

INTERNATIONAL
$24.11 M
4 %

588,810

NUEM
NUEM

NUSHARES ETF TR

NUVEEN ESG EMRGN
$20.71 M
3 %

580,374

DFSE
DFSE

DIMENSIONAL ETF TRUST

EMERGING MARKETS
$13.99 M
2 %

340,567

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